4 часа 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 strengthening consumer and business customer relationships by identifying financial needs and recommending deposit, loan, and other banking products with an accent on customer service, relationship growth, and banking technology. Focus on resolving customer issues, sourcing referrals, educating customers, and following operational, security, risk, and regulatory requirements.
Location: Milwaukee, WI; office-based
Company
National Bank provides consumer and business banking products and services through its branch network.
What you will do
- Identify consumer and business customers’ financial goals and recommend appropriate deposit, loan, and other banking products and services.
- Provide excellent customer service and resolve customer issues effectively.
- Grow, deepen, and retain customer relationships through appointments, referrals, customer follow-up, and a structured sales process.
- Educate customers about online, mobile, and ATM banking technology.
- Refer customers to other bank areas and build 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 comparable military administration, contracting, or civil affairs role.
- Must be currently authorized to work full-time in the United States.
- does not sponsor immigration benefits or work authorization for this position.
- Fingerprinting and additional background checks may be required under NMLS regulations.
- Preferred qualifications include a bachelor’s degree, banking and lending knowledge, relationship-building ability, communication skills, and comfort with online and mobile banking services.
Culture & Benefits
- Welcoming and inclusive branch environment.
- Opportunity to share ideas and influence customers, the bank, and local communities.
- Office-based workplace arrangement.
- Equal opportunity employer and tobacco-free hiring practice.
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