6 дней назад
Relationship Banker, Wellesley, MA
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker, Wellesley, MA (Retail Banking/Financial Services): Building and maintaining customer relationships while providing tailored banking, lending, and investment solutions with an accent on consultative sales, cross-selling, and customer experience. Focus on prospecting, educating customers on digital banking, managing risk and compliance, and achieving branch performance targets.
Location: Wellesley, Massachusetts, United States; work includes in-person customer service, branch hours, and possible support for nearby branches.
Annual base pay: $38,250–$61,000 USD.
Company
is a global financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Build and maintain customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
- Promote and cross-sell banking products and services to existing and prospective customers.
- Prospect for new clients through referrals, networking, lead calling, portfolio management, and community engagement.
- Deliver personalized service, resolve concerns, and educate customers on digital banking and self-service options.
- Collaborate with branch colleagues and partners to achieve sales and performance goals.
- Follow regulatory, risk, fraud prevention, and internal policy requirements.
Requirements
- Legally authorized to work in the United States without employer sponsorship.
- High school diploma or GED required; a related bachelor's degree or equivalent experience is preferred.
- At least 3 years of experience selling products or services in an incentive-based environment, or qualifying retail banking, financial services, consultative sales, or experience.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Relationship-building, consultative communication, sales, customer service, computer proficiency, and basic math skills.
- Availability to work branch hours, including possible weekends and evenings.
Nice to have
- Experience with Microsoft Office products.
- Additional work history or equivalent training, military service, or education.
Culture & Benefits
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible application process with reasonable accommodations available.
- Strong risk culture emphasizing proactive and responsible risk management.
- Equal opportunity workplace.
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