7 часов назад
Preferred Banker - Huntsville, AL (Banking)
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Описание вакансии
Текст:
TL;DR
Preferred Banker - Huntsville, AL (Banking): Managing a portfolio of high-value banking customers across multiple branches by identifying financial goals and recommending deposit, lending, investment, and credit products with an accent on relationship development, sales, and regulatory compliance. Focus on building and retaining customer relationships, managing a book of business, and maintaining the required FINRA and insurance licenses.
Location: Huntsville, Alabama, United States. Workplace type: Office. Applicants must be currently authorized to work full-time in the United States; immigration sponsorship is not available.
Company
provides banking, lending, investment, deposit, and financial services through its branch network and digital banking technologies.
What you will do
- Manage an assigned portfolio of high-value customers across multiple bank branches.
- Identify opportunities to grow customer relationships through appointments, outbound calling, referrals, and a structured sales process.
- Recommend deposit, consumer and home lending, investment, credit, and other banking products based on customer goals and needs.
- Educate customers about banking products and online, mobile, and ATM banking technology.
- Build internal partnerships and refer customers to other areas of the bank.
- Follow operational, security, risk, and regulatory policies and procedures.
Requirements
- High school diploma or GED.
- At least 2 years of customer service and sales experience in banking, financial services, or goal-driven retail sales, with investment or lending exposure.
- At least 3 of the required FINRA and insurance licenses must be active, including Series 6 or 7, Series 63 or 66, State Life and Health Insurance License, and SIE.
- Any remaining required licenses must be obtained within 120 days of the hire date.
- Strong banking, investment, lending, sales, customer service, communication, and presentation skills.
- Current authorization to work full-time in the United States is required; visa sponsorship is not available.
Nice to have
- Bachelor's degree.
- At least 2 years of experience in banking, financial services, or goal-driven retail sales with investment or business lending and business sales exposure.
- Experience driving sales and managing a book of business.
- Knowledge of deposit products and comfort with mobile and online banking services.
Culture & Benefits
- Office-based work in a branch environment.
- Some positions outside the branch network may be eligible for flexible work arrangements, subject to hiring-team confirmation.
- Equal opportunity employer and tobacco-free hiring practice.
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