59 минут назад
Financial Relationship Banker - Houstonian Branch
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking): Building and retaining consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products with an accent on customer service, relationship growth, and financial product knowledge. Focus on resolving customer issues, generating referrals, educating customers on digital banking, and following security, risk, and regulatory requirements.
Location: Houston, TX, United States; office-based
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 excellent customer service and resolve customer issues effectively.
- Generate relationship-growth opportunities through appointments, referrals, follow-up programs, and internal and external partners.
- Educate customers about 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, goal-driven retail sales, business-to-business sales, or relevant military administration, contracting, or civil affairs.
- Fingerprinting and additional background checks may be required under NMLS regulations.
- Demonstrated knowledge of banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
- Must be currently authorized to work full time in the United States.
Nice to have
- Bachelor’s degree.
- At least one 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.
- Strong verbal and written communication skills and comfort with mobile and online banking services.
Culture & Benefits
- Welcoming and inclusive branch environment.
- Opportunity to share ideas and influence customers, the bank, and local communities.
- Office-based workplace arrangement.
- Immigration sponsorship is not available for this position.
- Equal opportunity and tobacco-free hiring practices.
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