9 дней назад
Relationship Banker II - Bilingual Preferred
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker II - Bilingual Preferred (Retail Banking): Building and retaining client relationships in a community banking branch through needs-based financial guidance, account services, and consumer lending with an accent on customer experience, compliance, and relationship growth. Focus on recommending banking solutions, developing customer opportunities through outreach and networking, and supporting branch operations and client transactions.
Location: Olathe, Kansas, United States
Company
is a regional community bank providing traditional and digital financial products and services to individuals and businesses.
What you will do
- Build, expand, and retain client relationships by assessing financial needs and recommending appropriate banking products and services.
- Conduct in-person customer interactions, outbound calls, business visits, networking activities, and workplace events to achieve individual and branch goals.
- Open and close accounts, research customer accounts, process transactions, and handle service and maintenance requests.
- Facilitate consumer loan requests and maintain knowledge of applicable lending policies and procedures.
- Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
- Maintain compliance with applicable laws, regulations, bank policies, BSA, and CIP requirements.
Requirements
- High school diploma or GED required.
- At least 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 provide branch leadership when the AFCM is absent.
- Working knowledge of Microsoft Office and social media platforms.
- NMLS registration is required, or an NMLS license must be obtained after employment.
Nice to have
- Spanish/English bilingual skills preferred.
Culture & Benefits
- Customer-focused community banking environment supported by digital capabilities and traditional branch services.
- Training provided on products, services, needs-based conversations, and role-specific tools.
- Occasional travel for meetings, training, bank conversions, acquisitions, and support at other banking institutions in the market.
- Full-time employment with opportunities to support customers across multiple financial life stages.
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