4 дня назад
Financial Center Banker (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Center Banker (Banking): Connecting customers with banking products and services, opening accounts, assessing financial needs, and building long-term customer relationships with an accent on personalized recommendations, customer engagement, and regulatory compliance. Focus on conducting financial assessments, improving branch operations, protecting customer information, and delivering exceptional service in an on-site financial center.
Location: Marion, Indiana, United States — on-site at the IN0546 Marion - Baldwin Ave financial center.
Company
provides banking products and services through branch-based financial centers and financial experts.
What you will do
- Connect customers with appropriate banking products and services, including opening accounts.
- Conduct financial needs assessments by analyzing customer accounts, transactions, and behaviors.
- Build long-term customer relationships through proactive conversations, ongoing support, and follow-up.
- Meet or exceed customer satisfaction, product sales, and financial wellness performance targets.
- Ensure operational accuracy, branch security, dual-control processes, and daily opening and closing tasks.
- Collaborate with banking experts and branch colleagues while handling customer concerns and special projects.
Requirements
- High school diploma or equivalent preferred.
- One year of banking and/or retail experience preferred.
- Sales and customer service experience preferred.
- Ability to communicate clearly, listen actively, solve problems, make sound decisions, and manage work effectively.
- Ability to comply with banking policies, procedures, and federal and state regulations.
- Ability to work on-site with branch equipment and perform branch opening, closing, security, and dual-control duties.
Culture & Benefits
- Inclusive workplace committed to equal employment opportunity.
- Training and professional development opportunities.
- Team-based work environment focused on customer service and financial wellness.
- Use of Microsoft Office, department-specific applications, and on-site banking technology.
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