6 дней 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 products, and supporting account and lending requests with an accent on needs-based advising, customer experience, and regulatory compliance. Focus on opening and servicing accounts, facilitating consumer loans, developing customer relationships through outreach, and supporting branch goals.
Location: Conroe, Texas, United States
Company
is a regional community bank providing financial products, digital capabilities, and advisory services to personal and business customers.
What you will do
- Build, expand, and retain customer relationships by assessing financial needs and recommending appropriate banking products and services.
- Support account opening and closing, account research, customer service requests, teller transactions, and issue resolution.
- Generate business through in-person interactions, outbound calls, business visits, networking events, and workplace events.
- Solicit and facilitate consumer loan requests while following applicable loan policies and procedures.
- Identify customer needs and refer them to small business, corporate, institutional, mortgage, and financial advisory partners.
- Maintain customer satisfaction, meet individual and branch goals, and comply with banking laws, regulations, and internal procedures.
Requirements
- High school diploma or GED.
- Two years of customer-facing, goal-oriented experience.
- Ability to motivate and present information effectively in one-on-one and small-group settings.
- Ability to work collaboratively in a fast-paced banking environment and coach branch employees when the AFCM is absent.
- Working knowledge of Microsoft Office and social media platforms.
- Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Culture & Benefits
- Training is provided on products, services, needs-based conversations, and role-related tools.
- Occasional travel may be required for meetings, training, bank conversions, and acquisition support.
- Minimal overnight or out-of-town travel is expected.
- May provide support and guidance to other banking institutions within the market.
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