6 часов назад
Financial Relationship Banker (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking/Sales): 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 banking technology. Focus on resolving customer issues, developing referrals, educating customers, and following operational, security, risk, and regulatory requirements.
Location: Melbourne, AR, United States; office-based
Company
is a bank serving consumer and business customers through branch banking, financial products, and digital banking services.
What you will do
- Provide excellent customer service and resolve customer issues effectively.
- Identify opportunities to retain and grow consumer and business relationships through appointments, referrals, and a structured sales process.
- Assess customer financial goals and recommend appropriate deposit, loan, and other banking products and services.
- Educate customers about online, mobile, and ATM banking technology.
- Refer customers to other areas of the bank and maintain strong internal partnerships.
- 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 qualifying military administration role.
- Additional background checks and fingerprinting are required under NMLS regulations.
- Demonstrated knowledge or ability in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentations.
- Excellent verbal and written communication skills and comfort using mobile and online banking services.
- Must be currently authorized to work full time in the United States.
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.
- Knowledge of consumer and business deposit products.
Culture & Benefits
- Welcoming and inclusive branch team environment.
- Opportunity to share ideas and influence customers, the bank, and local communities.
- The listed workplace type is office-based; flexible arrangements may apply to certain positions outside the branch network.
- Immigration sponsorship is not available for this position.
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