7 дней назад
Financial Relationship Banker (Lowell, MI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking): Building and retaining consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products with an accent on customer service, relationship growth, and banking technology. Focus on resolving customer issues, sourcing referrals, educating customers on digital banking, and following security, risk, and regulatory policies.
Location: Lowell, Michigan, United States; office-based
Company
provides branch banking services and financial products for consumer and business customers.
What you will do
- Provide customer service and resolve consumer and business customer issues.
- Identify financial goals and recommend appropriate deposit, loan, and other banking products and services.
- Grow and retain customer relationships through appointments, referrals, follow-up programs, and internal partnerships.
- Educate customers about online, mobile, and ATM banking technology.
- Maintain knowledge of banking products, services, technology, and policies.
- Follow operational, security, risk, and regulatory procedures.
Requirements
- High school diploma or GED.
- At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a comparable military administration, contracting, or civil affairs role.
- Currently authorized to work full-time in the United States.
- Ability to build, deepen, and retain customer relationships.
- Strong verbal and written communication skills, with comfort using mobile and online banking services.
- Knowledge of consumer and business deposit products is preferred.
Nice to have
- Bachelor's degree.
- Knowledge of banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Opportunity to share ideas and influence customers, the bank, and local communities.
- Office-based workplace with arrangements determined by the hiring team.
- Immigration sponsorship and assistance obtaining work permission are not available.
- Equal opportunity and tobacco-free hiring practices.
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