9 дней назад
Financial Relationship Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking): Building and retaining consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products and services with an accent on customer service, sales, and financial needs analysis. Focus on resolving customer issues, deepening relationships through referrals and product education, and supporting secure use of online, mobile, and ATM banking.
Location: Cranberry Township, Pennsylvania, United States; office-based
Company
Banking organization providing consumer and business financial products, services, and technology.
What you will do
- Retain and grow consumer and business customer relationships by identifying financial goals and needs.
- Recommend appropriate deposit, loan, and other banking products and services.
- Provide excellent customer service and resolve customer issues effectively.
- Generate relationship growth through appointments, referrals, customer follow-up, and internal partnerships.
- Educate customers about online, mobile, and ATM banking technology.
- Follow operational, security, risk, and regulatory policies and procedures.
Requirements
- High school diploma or GED.
- At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a comparable military administration role.
- Ability to build, deepen, and retain customer relationships.
- Knowledge of banking, sales, investments, consumer lending, business banking, business lending, and deposit products.
- Strong verbal and written communication skills and comfort using online and mobile banking technology.
- Must be currently authorized to work full-time in the United States; immigration sponsorship is not available. Fingerprinting may be required under NMLS regulations.
Nice to have
- Bachelor’s degree.
- One or more years of customer service and sales experience in banking, financial services, retail, or business-to-business sales.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Opportunity to share ideas and influence customers, the bank, and local communities.
- Office-based workplace with possible flexible arrangements for certain positions outside the branch network.
- Equal opportunity and tobacco-free hiring practices.
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