6 дней 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 and recommending banking, lending, and digital solutions with an accent on needs-based conversations, account services, and regulatory compliance. Focus on opening and closing accounts, facilitating consumer loan requests, developing customer relationships through outreach and networking, and meeting individual and branch goals.
Location: El Dorado Springs, Missouri, United States
Company
Regional community banking organization providing traditional banking services, digital capabilities, lending, and financial solutions to customers.
What you will do
- Build, expand, and retain customer relationships through in-branch interactions, outbound calls, business visits, networking events, and workplace events.
- Assess customer needs and recommend banking products, digital services, lending solutions, and partner resources.
- Open and close accounts, research account information, process transactions, and resolve customer service requests.
- Solicit and facilitate consumer loan requests while maintaining knowledge of lending policies and procedures.
- Identify customer needs and refer them to small-business, corporate, institutional, mortgage, and financial advisory partners.
- Meet individual and branch goals while maintaining compliance with applicable laws, policies, BSA, and CIP requirements.
Requirements
- High school diploma or GED.
- At least one year of customer-facing, goal-oriented experience.
- Registration with the National Mortgage Licensing System and Registry (NMLS), or willingness to obtain an NMLS license after employment.
- Ability to present information effectively in one-on-one and small-group settings.
- Ability to use Microsoft Office programs and social media platforms for brand awareness and market knowledge.
- Ability to provide occasional support at other banking institutions in the market and travel sporadically for meetings, training, conversions, or acquisition support.
Culture & Benefits
- Customer-focused banking environment centered on trusted financial advice.
- Training provided on products, services, needs-based conversations, and role-specific tools.
- Team-oriented work with opportunities to support branch colleagues and banking partners.
- Professional and positive customer experience standards.
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