4 дня назад
Relationship Banker II (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker II (Banking): Building and retaining customer relationships by assessing financial needs, recommending banking solutions, and supporting account and lending requests with an accent on client service, compliance, and goal-oriented relationship development. Focus on opening and closing accounts, facilitating consumer loans, making outbound calls, and referring customers to business, mortgage, and financial advisory partners.
Location: Middleton, Tennessee, United States; onsite branch-based role with occasional travel for meetings, training, conversions, and acquisition support.
Company
is a regional community bank providing traditional banking services, digital capabilities, and financial solutions for individuals and businesses.
What you will do
- Build, expand, and retain customer relationships by assessing financial needs and recommending suitable banking products and services.
- Conduct in-person interactions, outbound calls, business visits, networking events, and workplace events to achieve individual and branch goals.
- Open and close accounts, research customer accounts, process transactions, and handle service and maintenance requests.
- Solicit and facilitate consumer loan requests while following applicable lending policies and procedures.
- Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
- Support branch operations and other banking institutions in the market while maintaining compliance and customer satisfaction.
Requirements
- High school diploma or GED.
- At least two years of customer-facing, goal-oriented experience.
- Registration with the National Mortgage Licensing System and Registry, or ability to obtain an NMLS license after employment.
- Ability to motivate and present information effectively in one-on-one and small-group settings.
- Ability to coach and lead the branch team in the absence of an Assistant Financial Center Manager.
- Working knowledge of Microsoft Office and social media platforms.
Culture & Benefits
- Team-oriented environment focused on customer service and financial guidance.
- Training provided on products, services, needs-based conversations, and role-specific tools.
- Opportunity to support customers through different financial life stages using traditional and digital banking capabilities.
- Occasional travel is required, with sporadic and minimal overnight or out-of-town travel.
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