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Float Universal Banker (Banking)
Описание вакансии
Текст:
TL;DR
Float Universal Banker (Banking): Building and retaining client relationships through consultative financial sales, service, transactions, and tailored product solutions with an accent on client needs assessment, digital banking education, and risk-aware operations. Focus on managing financial center interactions, developing sales opportunities, processing deposits and payments, and supporting clients across banking channels.
Location: Pace, Florida, United States; work requires financial center hours, including weekends and some evenings, with in-person client interactions and travel if required.
Company
provides banking and financial services through financial centers and digital banking channels.
What you will do
- Build, manage, and retain client relationships through in-person meetings, phone calls, business visits, and educational seminars.
- Identify financial needs and recommend tailored products, services, and digital banking solutions.
- Process routine and complex transactions, including deposits, withdrawals, and loan payments.
- Develop sales opportunities, manage prospect relationships, and build a pipeline of appointments.
- Refer clients to specialized banking partners and provide lobby management and client direction.
- Support operational safety, financial soundness, risk management, and regulatory compliance.
Requirements
- High school diploma or GED required; a bachelor’s degree is preferred.
- At least one year of professional sales and client service experience; banking experience is highly preferred.
- Alternatively, a bachelor’s degree combined with cash-handling and customer-service experience in retail or a financial institution.
- Ability to build and expand client relationships, learn multiple banking systems, and navigate applications and search tools.
- NMLS registration under the SAFE Act of 2008 is required.
- Employment depends on meeting initial and ongoing registration requirements and passing an acceptable background investigation.
Culture & Benefits
- Collaborative team environment focused on serving clients.
- Work includes financial center hours, weekends, and some evenings.
- Role requires clear communication, organization, follow-up, and the ability to work under stress and meet deadlines.
- Equal opportunity employment is provided in accordance with federal, state, and local laws.