обновлено 7 дней назад
Personal Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Acquiring and deepening branch customer relationships through proactive sales, service interactions, and tailored banking solutions with an accent on customer experience, financial wellbeing, and risk management. Focus on identifying customer needs, growing share of wallet, resolving banking problems, and maintaining accurate branch operations.
Location: Goldsboro, North Carolina, United States; in-office
Company
is a retail banking organization focused on delivering customer financial services through its branch network.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and recommend appropriate banking solutions to improve financial wellbeing and grow share of wallet.
- Conduct outbound calls, service-to-sales conversations, appointment setting, teller interactions, and lobby engagement.
- Educate customers on financial transaction options using digital tools and other resources.
- Resolve customer problems using product and procedural knowledge while building loyalty.
- Follow risk-management policies and support efficient, accurate daily branch operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- An associate degree or equivalent experience; a comparable combination of education, certifications, and experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong customer service, communication, problem-solving, and prioritization skills.
- Ability to manage risk and follow applicable banking policies and procedures.
- Additional background checks may be required under Consumer Financial Protection Bureau regulations and applicable banking regulations.
Culture & Benefits
- In-office work with a supportive and inclusive workplace culture.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- 401(k) matching, pension, stock purchase plans, and life and disability insurance.
- Educational assistance, wellness programs, dependent care support, and family-related reimbursements.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.
Hiring process
- Accommodation support is available during the application process for candidates who require it.
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