5 дней назад
Financial Relationship Banker (Boulder, CO-Pearl St)
26 - 30$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking): Building and deepening consumer and business customer relationships through financial needs analysis, product referrals, and customer service with an accent on deposit products, lending, sales, and digital banking education. Focus on identifying financial goals, resolving customer issues, growing relationships, and following banking, security, risk, and regulatory requirements.
Location: Boulder, Colorado, United States; office-based
Salary: $26.00–$30.00 per hour, plus eligibility for incentive compensation and benefits.
Company
provides consumer and business banking services through its branch network.
What you will do
- Provide excellent customer service and resolve customer issues.
- Identify opportunities to retain and grow consumer and business relationships through appointments, referrals, and structured sales processes.
- Assess customer financial goals and recommend appropriate deposit, loan, and other banking products and services.
- Educate customers about online, mobile, and ATM banking technology.
- Refer customers to other banking areas and build strong internal partnerships.
- Follow operational, security, risk, and regulatory policies and procedures.
Requirements
- High school diploma or GED.
- At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a qualifying military administrative role.
- Ability to build, deepen, and retain customer relationships.
- Knowledge of banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
- Fingerprinting and additional background checks are required under NMLS regulations.
- Applicants must already be authorized to work full-time in the United States; immigration sponsorship is not available.
Nice to have
- Bachelor's degree.
- At least one year of relevant customer service and sales experience.
- Strong verbal and written communication skills.
- Comfort with mobile and online banking services and knowledge of consumer and business deposit products.
Culture & Benefits
- Welcoming and inclusive branch banking environment.
- Health insurance, wellness programs, life and disability insurance, and retirement savings plans.
- Paid leave, paid holidays, and paid time off.
- Office-based workplace with customer and community-focused collaboration.
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