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Consumer Banking Relationship Specialist (Relationship Banker)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Consumer Banking Relationship Specialist (Relationship Banker) (Retail Banking): Building professional relationships with banking customers, assessing their financial needs, opening and servicing deposit accounts, and processing transactions with an accent on customer service, banking products, and accurate account handling. Focus on uncovering customer needs, making appropriate recommendations, resolving client concerns, and collaborating with banking center and business-line partners.
Location: Gastonia, North Carolina, United States; onsite retail banking role
Company
is a national financial services institution with more than 120 years of banking history.
What you will do
- Build professional relationships with customers and discuss their financial needs and goals.
- Use assessment tools to document customer conversations, identify needs, make recommendations, and submit referrals.
- Open and service deposit accounts and process account transactions accurately and efficiently.
- Resolve customer concerns empathetically, escalating issues when needed.
- Participate in business development, calling efforts, morning huddles, coaching conversations, and continuous learning.
- Collaborate with banking center and line-of-business partners while providing backup support to other retail banking roles and locations.
Requirements
- High school diploma or equivalent required; bachelor’s degree preferred.
- At least one year of experience interacting with people and demonstrating excellent service skills through work, military service, or education.
- Basic knowledge of personal finance and household budgeting.
- Strong communication, critical thinking, attention to detail, confidentiality, and customer service skills.
- Ability to work independently, follow banking and security procedures, use Microsoft Office applications, and travel to other work locations as needed.
- NMLS preferred and required for lending activities.
Nice to have
- Knowledge of or experience with bank products, online banking, mobile banking applications, and banking cards.
- Retail customer service or sales experience.
- Bachelor’s degree.
Culture & Benefits
- Generous paid time off.
- 401(k) matching.
- Health, dental, vision, and pet insurance.
- Special perks and discounts.
- Support for physical, mental, and financial wellbeing.
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