12 часов назад
Financial Relationship Banker - Shorewood
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker - Shorewood (Banking): Building and growing consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products with an accent on customer service, referrals, and relationship retention. Focus on resolving customer issues, educating customers about digital banking technology, and following operational, security, risk, and regulatory requirements.
Location: Milwaukee, WI, United States; office-based
Company
provides consumer and business banking products and services.
What you will do
- Retain and grow consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products.
- Provide excellent customer service and resolve customer issues effectively.
- Generate relationship-growth opportunities through appointments, referrals, customer follow-up, and internal and external partnerships.
- Educate customers about online, mobile, and ATM banking technology.
- Maintain knowledge of banking products, services, technology, and policies.
- 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 a comparable military administration, contracting, or civil affairs role.
- Fingerprinting and additional background checks may be required under NMLS regulations.
- Preferred: bachelor's degree and at least one year of relevant customer service and sales experience.
- Strong relationship-building, communication, presentation, banking, sales, lending, and technology skills.
- Must be currently authorized to work full-time in the United States.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Employees are encouraged to share ideas and opinions that affect customers, the bank, and local communities.
- Office workplace supporting direct customer and community connections.
- Immigration sponsorship is not available, including support for obtaining work permission for F-1, H-1B, O-1, TN, or E-3 status.
- Tobacco-free hiring practice.
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