2 дня назад
Financial Center Banker (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Center Banker (Fintech): Providing consultative banking services in a South Bend branch by opening accounts, assessing customer needs, and connecting clients with relevant financial products and experts, with an accent on customer relationships, regulatory compliance, and operational accuracy. Focus on analyzing customer accounts and behaviors, meeting service and sales targets, and maintaining secure branch operations.
Location: South Bend, IN; on-site branch work required
Company
provides banking products and services through branch-based customer relationships and financial guidance.
What you will do
- Open accounts and connect customers with appropriate banking products, services, and financial experts.
- Assess customer needs by analyzing accounts, transactions, and behaviors, then provide personalized recommendations.
- Build long-term customer relationships through proactive conversations, follow-up, and ongoing support.
- Meet customer satisfaction, product sales, and financial wellness performance targets.
- Maintain compliance, confidentiality, security, dual-control processes, and operational accuracy.
- Complete daily branch opening, closing, and other operational tasks while working with on-site equipment.
Requirements
- High school diploma or equivalent preferred.
- One year of banking and/or retail experience preferred.
- Sales and customer service experience preferred.
- Ability to communicate clearly, actively listen, solve problems, make decisions, and build effective working relationships.
- Ability to use Microsoft Office, computer applications, and department-specific software.
- Ability to work on-site in the South Bend, Indiana branch.
Culture & Benefits
- Training and professional development opportunities are available.
- Work as part of a branch banking team.
- Inclusive workplace committed to equal employment opportunity.
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