5 дней назад
Personal Banker (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Banking): Building customer relationships and growing branch revenue through proactive sales, financial product guidance, and personalized service with an accent on customer loyalty, retail banking, and risk management. Focus on identifying customer needs, conducting outbound sales conversations, solving banking problems, and executing branch operations accurately.
Location: San Antonio, Texas, United States; in-office role
Company
is a banking company focused on customer financial wellbeing, relationship growth, and branch-based financial services.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and position appropriate banking products and solutions.
- Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
- Educate customers on transaction management tools and digital banking resources.
- Resolve customer problems while building loyalty and increasing share of wallet.
- Support branch operations and manage risk by following policies and procedures.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Typically an associate degree or equivalent experience; comparable education, certifications, or military experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong customer service, communication, problem-solving, and prioritization skills.
- Employment visa sponsorship and STEM OPT participation are not provided.
- Additional background checks may be required under applicable banking regulations.
Nice to have
- Bilingual Spanish language skills.
Culture & Benefits
- In-office workplace with a supportive and inclusive culture.
- Medical, prescription, dental, vision, life, and disability coverage options for eligible full-time employees.
- 401(k) match, pension, stock purchase plans, and dependent-care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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