16 часов назад
Personal Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Building and deepening branch customer relationships through proactive sales, service interactions, and tailored financial solutions with an accent on customer loyalty, retail banking products, and risk management. Focus on identifying customer needs, expanding share of wallet, resolving financial service problems, and maintaining accurate branch operations.
Location: Philadelphia, PA 19102, based in-office at the 1511 Walnut St. branch
Company
is a retail banking company focused on delivering customer financial services 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 products and financial solutions.
- Conduct outbound calls, appointment setting, lobby engagement, teller interactions, and service-to-sales conversations.
- Build customer loyalty and expand share of wallet through personalized experiences and ecosystem partnerships.
- Resolve customer problems using product and procedural knowledge while managing operational and compliance risks.
- Participate in daily branch operations and ensure accurate, efficient completion of processes.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- An associate degree or equivalent is typically expected; a comparable combination of education, certification, and experience may be considered.
- Knowledge of banking products, retail lending, customer needs, prospecting, selling, and problem solving.
- Strong customer service, communication, digital awareness, and multitasking skills.
- Must work in-office at the Philadelphia, PA branch.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- Inclusive workplace culture focused on respect, collaboration, and customer service.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →