5 дней назад
Personal Banker (MLO)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (MLO) (Retail Banking): Building customer relationships and growing branch revenue through proactive sales, service conversations, financial product positioning, and customer loyalty initiatives with an accent on retail banking, customer experience, and risk management. Focus on identifying customer needs, expanding share of wallet, solving banking problems, and ensuring accurate branch operations within established policies.
Location: Port Orange, Florida, United States; in-office at the Port Orange-South Nova Branch
Company
is a retail banking organization focused on customer financial wellbeing, banking products, and branch-based services.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Conduct outbound calls, appointment setting, service-to-sales conversations, teller interactions, and lobby engagement.
- Identify customer needs and position appropriate banking solutions to increase loyalty and share of wallet.
- Educate customers on transaction-management options and use digital tools and resources to improve their experience.
- Resolve customer problems using product and procedural knowledge while managing risk and following established policies.
- Support daily branch operations with accuracy and efficiency.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Typically an associate degree or equivalent; a comparable combination of education, certification, and experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong customer service, communication, problem-solving, and priority-management skills.
- Must work in-office at the Port Orange-South Nova Branch in Port Orange, Florida.
- Employment is subject to applicable background checks under consumer financial protection and banking regulations.
Culture & Benefits
- Inclusive workplace culture focused on customer service, accountability, and risk management.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- 401(k) with company match, pension, stock purchase plans, life insurance, and disability protection.
- Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
- Visa sponsorship and STEM OPT participation are not provided for this position.
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