5 дней назад
Relationship Banker I (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker I (Banking): Building and retaining customer relationships by assessing financial needs and recommending banking, lending, and digital solutions with an accent on needs-based conversations, account servicing, and regulatory compliance. Focus on developing customer relationships, facilitating consumer loan requests, meeting individual and branch goals, and supporting branch operations.
Location: Stockton, Missouri, United States
Company
is a regional community bank providing traditional banking services, digital capabilities, and financial solutions for individual and business customers.
What you will do
- Build, expand, and retain customer relationships by assessing financial needs and recommending suitable banking products and services.
- Promote branch, digital, and partner solutions through in-person interactions, outbound calls, business visits, networking events, and workplace events.
- Open and close accounts, perform account research, process transactions, and handle service and maintenance requests.
- Solicit and facilitate consumer loan requests while maintaining knowledge of lending policies and procedures.
- Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
- Meet individual and branch goals while complying with applicable laws, regulations, policies, and procedures.
Requirements
- High school diploma or GED.
- At least one year of customer-facing, goal-oriented experience.
- Ability to motivate and present information effectively in one-on-one and small-group settings.
- Team-oriented approach and ability to coach and lead the branch team when the AFCM is absent.
- Working knowledge of Microsoft Office and ability to use social media platforms for brand awareness and market knowledge.
- Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment, is required.
Culture & Benefits
- Training is provided on products, services, needs-based conversations, and role-specific tools.
- Customer-focused environment centered on trusted financial guidance and positive client experiences.
- Occasional travel may be required for meetings, training, bank conversions, and acquisition support.
- Ability to provide support and guidance at other banking institutions within the market.
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