1 час назад
Personal Banker (Retail Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking) (Banking/Sales): Acquiring and deepening branch customer relationships through proactive sales, service conversations, and personalized financial solutions with an accent on customer loyalty, retail banking products, and risk management. Focus on identifying customer needs, growing share of wallet, resolving banking problems, and maintaining accurate branch operations.
Location: Miami Gardens, Florida, United States; in-office position
Company
is a retail banking organization focused on customer financial wellbeing, relationship growth, and accessible banking services.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and position appropriate banking solutions to improve financial wellbeing, revenue, and loyalty.
- Conduct outbound calls, service-to-sales conversations, appointment setting, teller interactions, and lobby engagement.
- Educate customers on financial transaction options and use banking technology, tools, and resources.
- Resolve customer problems using product and procedural knowledge while managing risk and following established policies.
- Support daily branch operations with accuracy and efficiency.
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.
- Strong communication, customer service, problem-solving, and prioritization skills.
- Must work in the Miami Gardens, Florida branch environment.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Nice to have
- Spanish-speaking ability.
- Experience building client loyalty and identifying sales opportunities.
Culture & Benefits
- Inclusive, supportive in-office workplace focused on customer service and employee contribution.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- 401(k) with company match, pension, stock purchase plans, and insurance protections.
- Paid holidays, vacation time, parental leave, wellness programs, and educational assistance.
- Additional support may include dependent care, backup child and elder care, adoption, surrogacy, and doula reimbursement.
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