8 дней назад
Financial Relationship Banker (Burton, MI)
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 by identifying financial goals and recommending deposit, loan, and other banking products with an accent on customer service, relationship growth, and digital banking education. Focus on resolving customer issues, expanding relationships through referrals and appointments, and following operational, security, risk, and regulatory requirements.
Location: Burton, MI, United States; office-based role
Company
provides branch banking services for consumer and business customers.
What you will do
- Provide excellent customer service and resolve customer issues.
- Identify financial goals and recommend suitable deposit, loan, and other banking products and services.
- Grow and retain customer relationships through appointments, referrals, follow-up programs, and partner networks.
- Educate customers about online, mobile, and ATM banking technology.
- Refer customers to other bank areas and build strong internal partnerships.
- Follow operational, security, risk, and regulatory policies and procedures.
Requirements
- High school diploma or GED.
- At least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a comparable military administration, contracting, or civil affairs role.
- Fingerprinting and additional background checks are required under NMLS regulations.
- Applicants must already be authorized to work full-time in the United States.
- Strong verbal and written communication skills and the ability to build, deepen, and retain relationships.
- Knowledge of banking products, consumer and business deposits, lending, investments, sales, and customer service is preferred.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Opportunity to contribute ideas that affect customers, the bank, and local communities.
- Office-based workplace with customer-facing branch responsibilities.
- Immigration sponsorship is not available for this position.
- Equal opportunity and tobacco-free hiring practices.
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