7 дней назад
Personal Banker (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Banking): Growing and managing branch customer relationships through proactive sales, service conversations, and financial product recommendations with an accent on customer experience, loyalty, and risk management. Focus on identifying customer needs, expanding share of wallet, resolving banking problems, and maintaining accurate branch operations.
Location: McKinney, Texas, United States; in-office at the West Grove branch
Company
is a banking corporation providing retail banking products, customer solutions, and financial services.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Conduct outbound calls, service-to-sales conversations, appointment setting, teller interactions, and lobby engagement.
- Identify customer needs and recommend appropriate products and financial solutions.
- Build customer loyalty and increase share of wallet through personalized service and ecosystem partnerships.
- Resolve customer problems using banking product and procedural knowledge.
- Manage operational risk and support efficient, accurate daily branch operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Associate degree or equivalent experience; a comparable combination of education, certification, and experience may be accepted.
- Knowledge of banking products, retail lending, selling, prospecting, customer service, and problem solving.
- Ability to manage multiple priorities, communicate effectively, identify opportunities, and understand customer needs.
- Must work in-office at the McKinney, Texas branch.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Nice to have
- Spanish-speaking ability.
- Experience supporting client loyalty, customer experience, digital awareness, and proactive sales.
Culture & Benefits
- Inclusive workplace focused on respect, employee value, and contribution.
- Medical, prescription, dental, vision, life insurance, and disability coverage options for eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid holidays, parental leave, occasional absence days, and 15–25 vacation days depending on eligibility and career level.
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