6 дней назад
Personal Banker (Retail Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Building customer relationships and growing branch revenue through proactive sales, financial-product positioning, and customer service with an accent on customer loyalty, financial wellbeing, and risk management. Focus on identifying customer needs, solving banking problems, managing branch interactions, and following policies to protect customers and the bank.
Location: Niceville, Florida, United States; in-office position
Company
operates in retail banking and provides financial products, services, and customer solutions through its branch network.
What you will do
- Acquire and deepen the branch customer base through proactive sales and service activities.
- Identify customer needs and position appropriate banking solutions to improve financial wellbeing, revenue, and loyalty.
- Conduct outbound calls, service-to-sales interactions, appointment setting, and lobby engagement.
- Build relationships through ecosystem partnerships and community centers of influence.
- Educate customers on transaction-management options and use relevant technology, tools, and resources.
- Manage customer problems, branch operations, and risk in accordance with policies and procedures.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- An associate degree or equivalent is typically expected; 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, prioritization, and proactive sales skills.
- Additional background checks may be required under Consumer Financial Protection Bureau regulations and applicable banking regulations.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Supportive, inclusive, and accessible in-office workplace.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
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