4 дня назад
Personal Banker II
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker II (Banking): Managing customer portfolios and delivering deposit, loan, and transactional banking services with an accent on relationship building, customer education, and sales goals. Focus on advising customers on financial products, retaining and expanding accounts, managing risk, and maintaining accurate service during regular and rotating Saturday hours.
Location: Austin, TX - Pecan Park
Company
provides banking, investment, and insurance services to businesses and individuals throughout Texas and is one of the 50 largest U.S. banks by asset size.
What you will do
- Manage an assigned customer portfolio, focusing on acquisition, expansion, and retention.
- Educate customers about deposit, loan, and other banking products and recommend suitable solutions.
- Provide transactional services, including deposits, payments, and check cashing.
- Make outbound calls for customer service, sales, and onboarding.
- Meet assigned sales goals while maintaining prompt, accurate, and courteous service.
- Manage risk, practice loss prevention, and stay current with product, technology, and industry trends.
Requirements
- Availability: Monday–Friday, 8:00 a.m.–5:00 p.m., with rotating Saturdays from 8:30 a.m.–1:30 p.m.
- Excellent written and verbal communication skills.
- Strong organizational skills.
- Proficiency in Microsoft computer applications.
Nice to have
- Bachelor's degree.
Culture & Benefits
- Values-driven environment centered on integrity, caring, and excellence.
- Medical, dental, vision, long-term disability, and life insurance.
- 401(k) matching.
- Paid holidays and paid time off.
- Tuition reimbursement and health and wellness programs.
- Employee Assistance Program and referral bonus program.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →