2 дня назад
Personal Banker- Universal
45 375 - 75 625$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker- Universal (Banking): Acquiring and deepening branch customer relationships through proactive sales, service activities, and financial product consultations with an accent on customer loyalty, financial wellbeing, and risk management. Focus on identifying customer needs, positioning banking and lending solutions, resolving problems, and supporting accurate branch operations.
Location: Onsite in Longmont, Colorado, United States
Base salary: $45,375–$75,625 per year, plus incentive eligibility.
Company
is a banking organization focused on retail branch banking and customer financial services.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and recommend banking, financial transaction, and retail lending solutions.
- Conduct outbound calls, service-to-sales interactions, appointment setting, and lobby engagement.
- Build customer loyalty and increase share of wallet through personalized experiences and community partnerships.
- Resolve customer problems using product and procedural knowledge.
- Manage risk and support efficient, accurate daily branch operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Typically an associate degree or equivalent experience; no degree may be accepted with a comparable combination of education, certification, and experience.
- Bilingual Spanish ability is required.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong communication, problem-solving, customer service, and prioritization skills.
- Additional background checks may be required under applicable banking regulations.
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 support.
- Paid holidays, occasional absence days, and 15–25 vacation days depending on career level and eligibility.
- Parental leave, disability protection, dependent care, adoption, surrogacy, doula, and educational assistance programs.
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