4 дня назад
Relationship Banker I (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker I (Banking): Building and retaining customer relationships by assessing financial needs, recommending banking products, and supporting account, transaction, and consumer loan requests with an accent on needs-based financial solutions and client service. Focus on opening and closing accounts, meeting individual and branch goals, maintaining regulatory compliance, and referring customers to business, mortgage, and financial advisory partners.
Location: El Dorado, Arkansas, United States
Company
is a regional community bank providing banking products, digital capabilities, lending services, and financial solutions to customers.
What you will do
- Build, expand, and retain customer relationships by assessing financial needs and recommending suitable banking products and services.
- Meet individual and branch goals through in-person interactions, outbound calls, business visits, networking, and community events.
- Open and close accounts, research customer accounts, process transactions, and handle service and maintenance requests.
- Facilitate consumer loan requests and maintain knowledge of applicable lending policies and procedures.
- Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
- Maintain customer satisfaction while complying with banking laws, regulations, policies, BSA, and CIP requirements.
Requirements
- High school diploma or GED.
- At least one year of customer-facing, goal-oriented experience.
- Ability to present information effectively in one-on-one and small-group settings.
- Ability to work collaboratively in a fast-paced banking environment and support or guide branch teams when needed.
- Registration with the National Mortgage Licensing System and Registry, or willingness to obtain an NMLS license after employment.
- Proficiency with Microsoft Office and social media platforms.
Culture & Benefits
- Training is provided on banking products, services, needs-based conversations, and role-specific tools.
- Customer-focused environment centered on trusted financial guidance and positive client experiences.
- Occasional travel may be required for meetings, training, bank conversions, and acquisition support.
- Ability to provide support at other banking institutions within the market.
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