11 дней назад
Relationship Banker, Billerica, MA
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker, Billerica, MA (Retail Banking): Building and strengthening customer relationships by providing tailored banking, lending, and investment solutions with an accent on consultative sales, cross-selling, and customer experience. Focus on prospecting for new clients, educating customers on digital banking, resolving service concerns, and meeting branch performance and compliance requirements.
Location: Billerica, Massachusetts, United States; onsite at a branch
Salary: $38,250–$61,000 annual base pay
Company
is a global financial services organization evolving toward a technology-driven, customer-centric banking model.
What you will do
- Build and maintain trusted customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
- Promote and cross-sell banking products and services while achieving branch sales targets.
- Prospect for new clients through referrals, networking, outbound calling, portfolio management, and community engagement.
- Deliver personalized service, resolve concerns, and strengthen customer loyalty.
- Educate customers on digital banking tools and self-service options across in-person, phone, and digital channels.
- Follow risk, fraud prevention, regulatory, and internal policy requirements while collaborating with branch teams and supporting nearby branches when needed.
Requirements
- Legal authorization to work full-time in the United States without employer sponsorship is required.
- High school diploma or GED required; a related bachelor’s degree is preferred.
- At least 3 years of experience selling products or services in an incentive-based environment, or at least 12 months of relevant retail banking, financial services, consultative relationship sales, or qualifying experience.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong relationship-building, communication, consultative selling, customer service, and cross-selling skills.
- Computer proficiency, basic math skills, ability to use digital tools, and availability for branch hours including evenings and weekends.
Nice to have
- Experience with Microsoft Office products.
- Additional work history, training, military service, or education demonstrating relevant capability.
Culture & Benefits
- Customer-centric environment focused on innovation, learning, and professional growth.
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible workplace with equal employment opportunity.
- Strong organizational focus on proactive risk management and responsible decision-making.
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