19 часов назад
Consumer & Business Banking, Sr. Relationship Banker, Taunton, MA
54 375 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Consumer & Business Banking, Sr. Relationship Banker, Taunton, MA (Consumer and Business Banking): Managing and growing portfolios of high-value consumer and small business clients with an accent on relationship development, needs-based banking solutions, and cross-selling. Focus on acquiring and retaining clients, resolving customer issues, collaborating with product partners, and maintaining compliance with risk and fraud requirements.
Location: Taunton-Broadway branch, Taunton, Massachusetts, United States; on-site branch work required
Salary: $54,375–$90,000 USD annual base pay
Company
is a financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Manage and grow a portfolio of high-value consumer and small business clients.
- Develop new and existing relationships through outreach, early engagement calls, and regular customer contact.
- Assess customer needs and recommend consumer banking, business banking, lending, and other financial solutions.
- Collaborate with branch colleagues and product partners, including joint calls with business customers.
- Deliver personalized service through branch, phone, and digital channels while promoting self-service tools.
- Resolve customer issues and follow regulatory, risk, fraud, and internal policy requirements.
Requirements
- High school diploma or GED required; a related bachelor's degree or equivalent experience is preferred.
- At least 5 years of experience selling products or services in an incentive-based environment, or 2 years of financial services experience acquiring and developing client relationships.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong financial acumen, sales, cross-selling, portfolio management, relationship-building, communication, and problem-solving skills.
- Proficiency with digital tools, phone-based customer engagement, computers, and basic mathematics.
- Must be legally authorized to work full-time in the United States without employer sponsorship. Ability to work branch hours, including possible weekends and evenings.
Nice to have
- Established work history or equivalent experience, training, military service, or education.
- Experience with Microsoft Office products.
Culture & Benefits
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible application process with reasonable accommodations available.
- Strong organizational focus on proactive risk management and responsible decision-making.
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