4 дня назад
Financial Relationship Banker (Lake City, MI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Lake City, MI) (Banking): Retaining and growing consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products with an accent on customer service, relationship development, and regulatory compliance. Focus on resolving customer issues, generating referrals, educating customers on digital banking, and maintaining secure banking operations.
Location: Lake City, Michigan, United States; office-based. Applicants must be currently authorized to work full-time in the United States.
Company
provides consumer and business banking products and services through its branch network.
What you will do
- Retain and grow consumer and business customer relationships by identifying financial goals and needs.
- Recommend deposit, loan, and other banking products and services.
- Provide customer service, resolve issues, and generate relationship-growth opportunities through appointments, referrals, and follow-up programs.
- Educate customers on online, mobile, and ATM banking technology.
- Refer customers to other banking areas and build internal partnerships.
- Follow operational, security, risk, and regulatory policies and 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 relevant military administration, contracting, or civil affairs.
- Ability to build, deepen, and retain customer relationships.
- Strong verbal and written communication skills.
- Fingerprinting and additional background checks may be required under NMLS regulations.
- Current full-time authorization to work in the United States is required; immigration sponsorship is not available.
Nice to have
- Bachelor's degree and one or more years of relevant customer service and sales experience.
- Knowledge of banking, investments, consumer lending, business banking, business lending, deposit products, and presentation skills.
- Comfort using mobile and online banking services.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Opportunity to share ideas that affect customers, the bank, and local communities.
- Office-based workplace with customer-facing branch responsibilities.
- Position is non-exempt and eligible for overtime pay.
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