13 часов назад
Financial Relationship Banker - New Port Richey
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker - New Port Richey (Banking/Sales): Building and retaining consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products and services with an accent on customer service, referrals, and digital banking education. Focus on deepening relationships, resolving customer issues, and complying with operational, security, risk, and regulatory requirements.
Location: New Port Richey, United States; office-based workplace
Company
provides banking products and services to consumer and business customers.
What you will do
- Provide customer service and resolve customer issues effectively.
- Identify opportunities to retain and grow consumer and business relationships through appointments, referrals, follow-up programs, and sales processes.
- Recommend deposit, loan, and other banking products and services based on customer goals and needs.
- Educate customers about online, mobile, and ATM banking technology.
- Refer customers to other areas of the bank and maintain strong internal partnerships.
- 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 relevant military administration, contracting, or civil affairs role.
- Fingerprinting and additional background checks required under NMLS regulations.
- Strong relationship-building, communication, presentation, banking, sales, and customer service skills.
- Must currently be authorized to work full-time in the United States.
- Immigration sponsorship is not available.
Nice to have
- Bachelor's degree.
- At least one additional year of customer service and sales experience in banking, financial services, retail sales, or business-to-business sales.
- Knowledge of consumer and business deposit products, investments, consumer lending, business banking, and business lending.
- Comfort with mobile and online banking services.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Opportunity to share ideas that affect customers, the bank, and local communities.
- Office-based work supporting direct customer and community connections.
- Equal opportunity and tobacco-free hiring practices.
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