3 часа назад
Banking Relationship Specialist (Senior Relationship Banker)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Banking Relationship Specialist (Senior Relationship Banker) (Retail Banking): Building and strengthening customer relationships by assessing financial needs, recommending banking products, opening deposit accounts, originating consumer loans, and developing local business opportunities with an accent on customer service, sales leadership, and coaching. Focus on servicing complex business accounts, resolving client concerns, minimizing transaction errors and fraud, and supporting banking center teams across locations.
Location: Valdosta, Georgia, United States
Company
is a national financial services institution with more than 120 years of banking experience.
What you will do
- Build professional relationships with customers, assess financial needs, recommend products, and submit referrals.
- Open and service deposit accounts, including complex business accounts.
- Originate a consumer loan portfolio and pursue business development opportunities in the community.
- Provide sales leadership, coach banking center team members, and model relationship-building activities.
- Process account transactions accurately, reduce fraud and errors, and resolve customer concerns.
- Collaborate with business partners and provide backup support to other retail banking roles and locations.
Requirements
- High school diploma or equivalent required; a bachelor's degree is preferred.
- At least one year of retail customer service and/or sales experience required.
- Knowledge of business and consumer banking products required.
- Ability to communicate effectively, provide professional customer service, work independently, maintain confidentiality, and follow security procedures.
- NMLS registration or successful completion of the NMLS process within 30 days of hire required.
- Ability to travel to other work locations for training or staffing needs when required.
Nice to have
- Experience explaining online banking, mobile banking applications, banking cards, and related products.
- Proven ability to achieve sales goals and financial targets.
- Leadership or coaching experience.
- Microsoft Office proficiency.
Culture & Benefits
- Generous paid time off.
- 401(k) matching.
- Health, dental, vision, and pet insurance.
- Additional employee perks and discounts.
- Training, continuous learning, and constructive coaching support.
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