23 часа назад
Personal Banker (Retail Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Growing and managing 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, expanding share of wallet, resolving banking problems, and ensuring accurate branch operations.
Location: Fishers, Indiana, United States; in-office at the Brooks School Rd branch
Company
is a retail banking organization focused on customer relationships, financial products, and branch services.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Conduct outbound calls, appointment setting, service-to-sales interactions, teller referrals, and lobby engagement.
- Identify customer needs and recommend banking solutions to improve financial wellbeing and grow share of wallet.
- Educate customers on financial transaction options, digital tools, and available resources.
- Resolve customer problems using product and procedural knowledge while building loyalty.
- Follow policies, manage operational risk, and support accurate daily branch operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Typically an associate degree or equivalent; a comparable combination of education, certification, and experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong customer service, communication, problem-solving, prioritization, and technology skills.
- Additional background checks may be required under Consumer Financial Protection Bureau regulations.
- Employment visa sponsorship and STEM OPT participation are not available for this position.
Culture & Benefits
- In-office work environment with a supportive and inclusive workplace culture.
- Eligible full-time employees may receive medical, prescription, dental, vision, life, and disability coverage.
- Benefits may include a 401(k) match, pension, stock purchase plans, dependent care support, and educational assistance.
- Wellness programs may include financial incentives.
- Paid time off may include parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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