7 часов назад
Financial Relationship Banker (Lowell, MI)
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 needs and recommending deposit, loan, and other banking products with an accent on customer service, sales, and financial product knowledge. Focus on resolving customer issues, growing relationships through referrals and appointments, and educating customers about digital banking technology.
Location: Lowell, Michigan, United States. Workplace type: Office. Applicants must be currently authorized to work full-time in the United States.
Company
provides branch banking services and financial products for consumer and business customers.
What you will do
- Provide customer service and resolve consumer and business customer issues.
- Identify financial goals and recommend appropriate deposit, loan, and other banking products and services.
- Grow, deepen, and retain customer relationships through appointments, referrals, and structured sales processes.
- Educate customers about online, mobile, and ATM banking technology.
- Refer customers to other areas of the bank and build internal partnerships.
- Follow operational, security, risk, and regulatory policies and procedures.
Requirements
- High school diploma or GED.
- At least 1 year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a relevant military administration role.
- Ability to build, deepen, and retain customer relationships.
- Knowledge of banking, sales, investments, consumer lending, business banking, business lending, and deposit products.
- Strong verbal and written communication skills and comfort using mobile and online banking services.
- Current authorization to work full-time in the United States is required.
Nice to have
- Bachelor's degree.
- One or more years of customer service and sales experience in banking, financial services, retail sales, or business-to-business sales.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Opportunity to share ideas and influence customers, the bank, and local communities.
- Access to internal banking partnerships and customer referral networks.
- Immigration sponsorship is not available for this position.
- Office-based work arrangement.
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