2 дня назад
Relationship Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Banking/Customer Experience): Building and growing customer relationships through financial guidance, account services, referrals, and personalized conversations with an accent on customer experience, financial wellness, and operational accuracy. Focus on identifying customer goals, recommending suitable banking products, coordinating with specialized partners, and maintaining compliance with policies and regulations.
Location: Albany, Indiana, United States; on-site work required
Company
provides banking and financial services focused on customer relationships, financial guidance, and community engagement.
What you will do
- Serve as a trusted point of connection in the financial center and create seamless customer experiences.
- Identify customer financial goals through purposeful questions and active listening.
- Guide customers through account selection and opening, transactions, and relevant banking products and services.
- Manage and grow customer relationships through proactive follow-up, outreach, referrals, networking, and community involvement.
- Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners.
- Support financial center operations while meeting customer experience, growth, and financial wellness goals.
Requirements
- Strong communication skills, curiosity, and a people-focused approach.
- Ability to lead meaningful financial conversations and align customer needs with suitable solutions.
- Detail-oriented, comfortable with technology, and able to use Microsoft Office and department-specific software.
- Ability to work as part of a team and with on-site equipment.
- High school diploma or equivalent preferred.
- Customer service, retail, or sales experience preferred.
Culture & Benefits
- Opportunities to learn continuously and grow within banking, finance, and customer experience.
- People-first environment focused on meaningful customer connections.
- Inclusive workplace and equal employment opportunity.
- Work aligned with Northwest policies, procedures, and Federal and State regulations.
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