3 дня назад
Personal Banker (Retail Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Building and expanding branch customer relationships through proactive sales, service conversations, and tailored banking solutions with an accent on customer loyalty, financial wellbeing, and risk management. Focus on identifying customer needs, positioning retail banking products, solving account and transaction problems, and managing daily branch operations.
Location: Northside Branch, Jacksonville, Florida, United States; in-office position
Company
is a retail banking organization focused on customer financial wellbeing, banking products, and branch-based services.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
- Identify customer needs and position appropriate banking solutions to grow loyalty and revenue.
- Educate customers on financial transaction options using technology, tools, and resources.
- Resolve customer problems while applying product and procedural knowledge.
- Manage risk, follow policies, and support accurate daily branch operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- An associate degree or equivalent experience; a comparable combination of education, certifications, and experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs analysis.
- Strong customer service, communication, problem-solving, and prioritization skills.
- Must work in the Jacksonville, Florida branch environment.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive, supportive, and accessible workplace culture.
- Medical, prescription, dental, vision, life insurance, and disability coverage options.
- 401(k) with company match, pension, and stock purchase plans.
- Educational assistance, wellness programs, and dependent care support.
- Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on eligibility and career level.
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