6 дней назад
Financial Relationship Banker - Bilingual Spanish - Milwaukee Holt Ave. (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker - Bilingual Spanish - Milwaukee Holt Ave. (Banking): Building and retaining consumer and business banking relationships by identifying financial needs and recommending deposit, loan, and other banking products with an accent on customer service, sales, and financial education. Focus on resolving customer issues, growing relationships through referrals and appointments, and guiding customers in the use of online, mobile, and ATM banking.
Location: Milwaukee, WI; office-based role. Applicants must be currently authorized to work full time in the United States. Immigration sponsorship is not available.
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 excellent customer service and resolve customer issues effectively.
- Develop relationships through appointments, referrals, follow-up programs, and internal partnerships.
- 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, goal-driven retail sales, business-to-business sales, or a comparable military administration role.
- Bilingual Spanish communication skills required for the role.
- Current authorization to work full time in the United States; immigration sponsorship is not available.
- Strong verbal and written communication, presentation, relationship-building, and technology skills.
- Knowledge of consumer and business deposit products is preferred.
Nice to have
- Bachelor's degree.
- At least one year of relevant customer service and sales experience.
- Knowledge of banking, sales, investments, consumer lending, business banking, and business lending.
Culture & Benefits
- Welcoming and inclusive branch environment.
- Opportunity to contribute ideas affecting customers, the bank, and local communities.
- In-office workplace with customer and community-focused collaboration.
- Role is eligible for overtime because it is classified as non-exempt.
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