3 дня назад
Financial Relationship Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking/Financial Services): Retaining and growing consumer and business customer relationships by identifying financial goals and recommending appropriate deposit, loan, and banking products with an accent on customer service, relationship development, and regulatory compliance. Focus on resolving customer issues, generating referrals, educating customers about banking technology, and connecting customers with internal banking partners.
Location: Clinton, Mississippi, United States; workplace type: Office. Applicants must be currently authorized to work full-time in the United States.
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 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, retail sales, business-to-business sales, or a comparable military administration role.
- Current authorization to work full-time in the United States is required.
- Additional background checks and fingerprinting may be required under NMLS regulations.
- Strong relationship-building, communication, presentation, and technology skills.
- Knowledge of consumer and business deposit products is required or expected.
Nice to have
- Bachelor's degree.
- At least one year of relevant customer service and sales experience.
- Knowledge of banking, investments, consumer lending, business banking, or business lending.
Culture & Benefits
- Welcoming and inclusive branch banking environment.
- Opportunity to share ideas that affect customers, the bank, and local communities.
- Office-based work with potential flexibility for certain positions outside the branch network.
- Immigration sponsorship is not available, including sponsorship for F-1, H-1B, O-1, TN, and E-3 statuses.
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