5 дней назад
Relationship Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Retail Banking): Building and growing customer relationships through personalized financial conversations, account services, referrals, and community outreach with an accent on customer experience, financial guidance, and operational accuracy. Focus on identifying customer goals, recommending suitable banking products, coordinating with specialized partners, and maintaining compliance with banking policies and regulations.
Location: Clearfield, Pennsylvania, United States; onsite at the financial center
Company
provides banking and financial services through customer-focused financial centers.
What you will do
- Build trusted customer relationships and create seamless experiences in the financial center.
- Identify customer financial goals through purposeful questions and active listening.
- Guide customers through account selection and opening, transactions, and financial product recommendations.
- Grow relationships through proactive outreach, personalized follow-up, referrals, networking, and community involvement.
- Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners.
- Support financial center operations by following procedures, managing risk, and meeting customer experience and growth goals.
Requirements
- Strong communication skills, curiosity, and a people-focused approach.
- Motivation to learn, grow, and lead meaningful financial conversations.
- Attention to detail, confidence with technology, and ability to use Microsoft Office and department software.
- Ability to work as part of a team and with onsite equipment.
- High school diploma or equivalent preferred.
- Customer service, retail, or sales experience preferred.
Culture & Benefits
- People-focused environment supporting continuous learning and professional growth.
- Inclusive workplace with equal employment opportunities.
- Collaborative financial-center team environment.
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