7 дней назад
Personal Banker (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Banking): Building customer relationships and growing branch revenue through proactive sales, financial guidance, and tailored banking solutions with an accent on customer loyalty, retail lending, and risk management. Focus on identifying customer needs, expanding share of wallet, solving financial service problems, and maintaining accurate branch operations.
Location: Onsite at the Preston Corners Branch in Cary, North Carolina, United States
Company
operates a retail banking organization focused on customer financial wellbeing, banking solutions, and branch-based service.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and recommend banking products and solutions that improve financial wellbeing.
- Drive outbound calling, appointment setting, lobby engagement, and service-to-sales conversations.
- Build customer loyalty and increase share of wallet through personalized experiences and community partnerships.
- Resolve customer issues using product and procedural knowledge while managing branch risks and daily operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Typically an associate degree or equivalent experience; a comparable combination of education, certification, and experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs analysis.
- Strong customer service, communication, problem-solving, and priority-management skills.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
- Candidates may be subject to additional background checks under applicable banking regulations.
Culture & Benefits
- In-office work environment with an inclusive and supportive workplace culture.
- Eligible full-time employees may receive medical, dental, vision, life, and disability coverage.
- Benefits may include a 401(k) with company match, pension, stock purchase plans, and educational assistance.
- Paid leave may include parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Additional programs include wellness incentives, dependent care support, and adoption, surrogacy, and doula reimbursement.
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