6 дней назад
Personal Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Building customer relationships and growing branch revenue through proactive sales, financial product conversations, and personalized service with an accent on customer loyalty, retail banking, and risk management. Focus on identifying customer needs, expanding share of wallet, solving financial service problems, and managing accurate branch operations.
Location: In-office at 's Coral Springs on University Branch, 2561 University Drive, Coral Springs, FL 33065
Company
provides retail banking services and financial products through its branch network.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and recommend appropriate banking and financial solutions.
- Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
- Build customer loyalty and increase share of wallet through personalized experiences.
- Resolve customer problems using product and procedural knowledge.
- Follow risk controls and support accurate, efficient daily branch operations.
Requirements
- Typically 3+ years of related experience or product knowledge.
- An associate degree or equivalent experience; comparable education, certifications, or military experience may be considered. No degree is required.
- Knowledge of banking products, retail lending, prospecting, selling, customer needs, and problem solving.
- Strong customer service, communication, organization, and multitasking skills.
- Must work in-office at the Coral Springs, Florida branch.
- Must pass applicable background checks under banking regulations.
Nice to have
- Spanish speaking ability.
Culture & Benefits
- Inclusive workplace focused on respect, collaboration, and customer service.
- Medical, prescription, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and life insurance options.
- Paid parental leave, holidays, vacation, and occasional absence days.
- Educational assistance, wellness programs, and dependent care support.
- Employment visa sponsorship and STEM OPT participation are not available.
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