4 дня назад
Bilingual Spanish-Personal Banker (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Bilingual Spanish-Personal Banker (Banking): Managing customer relationships and branch banking activities in an Ocala retail branch with an accent on proactive sales, financial solutions, customer loyalty, and risk management. Focus on identifying customer needs, expanding relationships, resolving banking problems, and maintaining accurate branch operations.
Location: Ocala, Florida, United States — in-office at the Ocala-19th Avenue Branch
Company
A retail banking organization focused on customer financial wellbeing, relationship growth, and responsible risk management.
What you will do
- Acquire and deepen the branch customer base through proactive sales and service activities.
- Identify customer needs and recommend appropriate banking and financial solutions.
- Conduct outbound calls, appointment setting, service-to-sales conversations, teller interactions, and lobby engagement.
- Build customer loyalty and expand relationships through community and ecosystem partnerships.
- Educate customers on transaction-management options, tools, and digital resources.
- Resolve customer problems while following branch procedures and managing operational risk.
Requirements
- Spanish speaking ability is required.
- Typically 3+ years of related experience or product knowledge.
- An associate degree or equivalent experience is typically expected; a comparable combination of education, certification, and experience may be accepted.
- Knowledge of banking products, retail lending, prospecting, selling, customer service, and customer experience.
- Strong communication, problem-solving, prioritization, and customer-needs assessment skills.
- Additional background checks may be required under Consumer Financial Protection Bureau regulations.
Culture & Benefits
- In-office work environment with an emphasis on an inclusive, respectful, and supportive workplace.
- Full-time benefits may include medical, dental, vision, life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
- Educational assistance, wellness programs, dependent-care support, and family-related reimbursement programs may be available.
- Paid time off may include up to 11 holidays, 9 occasional absence days, and 15–25 vacation days depending on career level and service.
- Employment visa sponsorship and STEM OPT participation are not provided.
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