3 дня назад
Financial Relationship Banker - New Ulm
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker - New Ulm (Banking and Customer Relationships): Serving consumer and business customers by identifying financial goals and recommending deposit, loan, and other banking products with an accent on relationship growth, customer service, and regulatory compliance. Focus on building customer relationships, generating referrals, educating customers about digital banking, and resolving service issues.
Location: New Ulm, Texas, United States; office-based
Company
provides consumer and business banking products and services through its branch network.
What you will do
- Provide customer service and resolve consumer and business customer issues.
- Identify customer financial goals and recommend appropriate deposit, loan, and other banking products.
- Grow and retain relationships through appointments, referrals, follow-up programs, and internal partnerships.
- Educate customers about online, mobile, and ATM banking services.
- Maintain knowledge of banking products, services, technology, and policies.
- Follow 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 similar military administration role.
- Ability to build, deepen, and retain customer relationships.
- Strong verbal and written communication skills.
- Comfort using mobile and online banking technology.
- Applicants must already be authorized to work full-time in the United States; immigration sponsorship is not available.
Nice to have
- Bachelor's degree and at least one year of relevant customer service and sales experience.
- Knowledge of banking, sales, investments, consumer lending, business banking, business lending, and consumer and business deposit products.
- Presentation skills.
Culture & Benefits
- Welcoming and inclusive branch banking environment.
- Opportunity to share ideas that influence customers, the bank, and local communities.
- Office-based workplace with collaboration and community-focused work.
- Equal opportunity employer.
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