6 дней назад
Relationship Banker I (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker I (Banking): Building and retaining customer relationships by assessing financial needs, recommending banking solutions, and supporting account and consumer loan requests with an accent on customer experience, needs-based conversations, and regulatory compliance. Focus on opening and closing accounts, generating business through client outreach and networking, facilitating consumer lending, and referring customers to specialized banking partners.
Location: Gainesville, TX, United States
Company
is a regional community bank providing traditional banking services, digital capabilities, and financial solutions for individuals and businesses.
What you will do
- Build, expand, and retain customer relationships while providing a high-quality client experience.
- Assess financial needs and recommend appropriate banking products, digital services, and partner resources.
- Open and close accounts, research customer accounts, process transactions, and handle service and maintenance requests.
- Solicit and facilitate consumer loan requests while following applicable lending policies and procedures.
- Generate business through in-person conversations, outbound calls, business visits, networking events, and workplace events.
- Refer customers to small business, corporate, institutional, mortgage, and financial advisory partners while meeting individual and branch goals.
Requirements
- High school diploma or GED.
- At least one year of customer-facing, goal-oriented experience.
- Ability to motivate and present information effectively in one-on-one and small-group settings.
- Team-oriented approach and ability to coach and guide the branch team when the AFCM is absent.
- Proficiency with Microsoft Office and ability to use social media platforms for brand awareness and market knowledge.
- Current NMLS registration or ability to obtain an NMLS license after employment.
Culture & Benefits
- Training is provided on banking products, services, needs-based conversations, and role-specific tools.
- Work in a customer-focused, team-oriented banking environment.
- Occasional travel may be required for meetings, training, bank conversions, acquisitions, and support at other banking institutions.
- Compliance with applicable laws, regulations, policies, and required training is expected.
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