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Relationship Banker I (Fintech)
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Описание вакансии
Текст:
TL;DR
Relationship Banker I (Banking): Building and retaining client relationships by assessing financial needs, recommending banking products, and supporting account, transaction, and consumer loan requests with an accent on needs-based conversations, compliance, and customer experience. Focus on identifying opportunities through branch interactions, outbound calls, business visits, and referrals to small business, mortgage, and financial advisory partners.
Location: Jonesboro, Arkansas, United States
Company
is a regional community bank providing consumer, business, corporate, institutional, mortgage, and financial advisory services supported by digital banking technology.
What you will do
- Build, expand, and retain client relationships by assessing financial needs and recommending suitable bank products and services.
- Conduct in-branch interactions, outbound calls, business visits, networking events, and periodic workplace events to support individual and branch goals.
- Open and close accounts, research customer accounts, process transactions, and handle account service and maintenance requests.
- Solicit and facilitate consumer loan requests while following applicable lending policies and procedures.
- Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
- Maintain client satisfaction and complete activities in compliance with applicable laws, regulations, policies, and procedures.
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 provide branch team leadership when the AFCM is absent.
- Working knowledge of Microsoft Office programs and social media platforms.
- Must be registered with the National Mortgage Licensing System and Registry or obtain an NMLS license after employment.
Culture & Benefits
- Training is provided on required products, services, needs-based conversations, and role-related tools.
- Work includes occasional travel for meetings, training, bank conversions, and acquisition support, with minimal overnight or out-of-town travel.
- May provide support and guidance at other banking institutions within the market.
- Full-time position focused on customer service, professional conduct, and positive client engagement.
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