4 дня назад
Personal Banker (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Banking): Growing branch customer relationships and delivering financial solutions through proactive sales, service conversations, and lobby engagement with an accent on customer loyalty, product knowledge, and risk management. Focus on identifying customer needs, expanding share of wallet, resolving problems, and executing branch operations accurately.
Location: Onsite in Austin, Texas (78726), United States
Company
is a banking company focused on delivering customer financial services through branch-based relationships and financial solutions.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and position appropriate banking products and solutions.
- Conduct outbound calls, service-to-sales conversations, appointment setting, and lobby engagement.
- Build customer loyalty and increase share of wallet through a differentiated customer experience.
- Educate customers on financial transaction options and available digital tools.
- Manage risk, resolve customer problems, and support accurate daily branch operations.
Requirements
- Typically 3+ years of related experience or product knowledge.
- Typically an associate degree or equivalent experience; no degree is required when a comparable combination of education, certification, and experience is demonstrated.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong customer service, communication, problem-solving, and prioritization skills.
- Employment visa sponsorship and STEM OPT participation are not available.
- Candidates may be subject to background checks under applicable financial services regulations.
Nice to have
- Spanish bilingual ability.
- Experience with customer loyalty, customer experience, proactive sales, and leveraging technology.
Culture & Benefits
- In-office work environment with an inclusive and supportive workplace culture.
- Medical, prescription, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid holidays, occasional absence days, vacation, parental leave, and other eligible paid time off.
- Educational assistance, dependent care support, and selected family-related reimbursements.
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