13 дней назад
Financial Relationship Banker - Franklin, IN
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking): Building and retaining consumer and business customer relationships in a branch environment with an accent on financial needs analysis, deposit and lending products, and customer service. Focus on identifying growth opportunities, educating customers on banking technology, and following operational, security, risk, and regulatory requirements.
Location: Franklin, IN, United States; office-based
Company
provides consumer and business banking products and services through its branch network.
What you will do
- Retain and grow consumer and business customer relationships by identifying financial goals and needs.
- Recommend appropriate deposit, loan, and other banking products and services.
- Provide customer service, resolve issues, and follow up with prospective and existing customers.
- Generate relationship growth through appointments, referrals, partners, and a structured sales process.
- Educate customers on online, mobile, and ATM banking technology.
- 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, retail, business-to-business sales, or a relevant military administration role.
- Ability to build, deepen, and retain customer relationships.
- Knowledge or demonstrated ability in banking, sales, investments, consumer lending, business banking, business lending, and customer service.
- Applicants must already be authorized to work full-time in the United States.
- Fingerprinting and additional background checks are required under NMLS regulations.
Nice to have
- Bachelor’s degree and at least one year of relevant customer service and sales experience.
- Excellent verbal and written communication and presentation skills.
- Comfort using mobile and online banking services.
- Knowledge of consumer and business deposit products.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Opportunity to share ideas and influence customer, bank, and community outcomes.
- Office-based workplace with in-person customer and community interaction.
- Immigration sponsorship and assistance obtaining work permission are not available.
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