4 дня 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, service conversations, and tailored banking solutions with an accent on customer loyalty, financial wellbeing, and risk management. Focus on identifying customer needs, expanding share of wallet, solving account problems, and executing accurate branch operations.
Location: Birmingham, Michigan, United States; in-office at the Birmingham Balmoral Place Branch
Company
is a retail banking company providing financial products, customer services, and branch banking solutions.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Conduct outbound calls, service-to-sales conversations, appointment setting, teller interactions, and lobby engagement.
- Identify customer needs and recommend products and solutions that support financial wellbeing and loyalty.
- Build customer share of wallet through ecosystem partnerships and community relationships.
- Resolve customer problems using product and procedural knowledge while managing risk and following policies.
- Participate in daily branch operations and ensure accurate, efficient execution.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Typically an associate degree or equivalent experience; a comparable combination of education, certification, and experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs analysis.
- Strong customer service, communication, problem-solving, organization, and prioritization skills.
- Must work in-office at the Birmingham, Michigan branch.
- Employment visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- Inclusive workplace focused on respect, value, collaboration, and customer service.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
- Paid holidays, occasional absence days, vacation time, parental leave, and other family-support benefits.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
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