2 дня назад
Relationship Banker (Retail Banking)
38 250 - 61 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Relationship Banker (Retail Banking): Building and maintaining customer relationships at the Yorktowne branch in Manalapan by providing tailored banking, lending, and investment solutions with an accent on consultative sales, cross-selling, and customer service. Focus on prospecting for new clients, educating customers on digital banking, resolving concerns, and meeting branch sales and compliance goals.
Location: Yorktowne Branch, Manalapan, New Jersey, United States; branch hours may include weekends and evenings.
Salary: $38,250–$61,000 USD annualized
Company
is a financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Build and maintain strong customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
- Promote and cross-sell banking products and services while meeting or exceeding branch sales targets.
- Prospect for new customers through networking, referrals, lead calling, portfolio management, and community engagement.
- Deliver personalized service, resolve customer concerns, and educate customers about digital banking and self-service tools.
- Collaborate with branch colleagues and partners to achieve performance goals and support nearby branches when business needs require.
- Follow regulatory, risk-management, fraud-prevention, and internal policy requirements.
Requirements
- High school diploma or GED required; a related bachelor's degree or equivalent experience is preferred.
- At least 3 years of experience selling products or services in an incentive-based environment, or qualifying retail banking, financial services, consultative sales, or experience.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong relationship-building, customer service, communication, consultative selling, influence, and cross-selling skills.
- Computer proficiency, basic math skills, ability to use digital tools, manage multiple priorities, and follow policies and procedures.
- Must be legally authorized to work full-time in the United States without employer sponsorship.
Nice to have
- Experience with Microsoft Office products.
- Established work history or equivalent experience, training, military service, or education.
Culture & Benefits
- Competitive rewards package based on skills, experience, training, licensure, certifications, and location.
- Benefits designed to support employees, families, and long-term well-being.
- Inclusive and accessible application process with reasonable accommodations available.
- Strong risk culture emphasizing proactive and responsible risk management.
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