6 часов назад
Financial Relationship Banker - Kalida, OH
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker - Kalida, OH (Banking and Financial Services): Building and retaining consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products and services with an accent on customer service, relationship growth, and regulatory compliance. Focus on resolving customer issues, educating customers about banking technology, and developing referrals through a structured sales process.
Location: Kalida, Ohio, United States; office-based
Company
provides branch banking services for consumer and business customers.
What you will do
- Retain and grow consumer and business customer relationships by identifying financial goals and needs.
- Recommend deposit, loan, and other banking products and services.
- Provide excellent customer service and resolve customer issues effectively.
- Generate relationship growth through appointments, referrals, customer follow-up, and a disciplined sales process.
- Educate customers on online, mobile, and ATM banking technology.
- Maintain product and policy knowledge while following operational, security, risk, and regulatory 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 role.
- Ability to build, deepen, and retain customer relationships.
- Strong verbal and written communication skills.
- Comfort using mobile services and online banking technology.
- Must be currently authorized to work full-time in the United States; immigration sponsorship is not available.
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 banking, sales, investments, consumer lending, business banking, business lending, and 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.
- Office-based workplace with customer and community-focused collaboration.
- Full-time employment.
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