3 дня назад
Personal Banker
49 500 - 82 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Growing branch customer relationships through proactive sales, service interactions, and tailored banking solutions with an accent on customer loyalty, financial wellbeing, and risk management. Focus on identifying customer needs, expanding share of wallet, solving banking problems, and executing branch operations accurately.
Location: Washington, DC (18th and L Branch); in-office position
Salary: $49,500–$82,500 annually, plus incentive eligibility based on company, business, and/or individual performance.
Company
provides retail banking services and focuses on customer experience, financial wellbeing, and responsible risk management.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and recommend banking solutions to improve financial wellbeing and increase loyalty.
- Conduct outbound calls, appointment setting, service-to-sales interactions, teller referrals, and lobby engagement.
- Build customer share of wallet through community partnerships and internal ecosystem collaboration.
- Educate customers on financial transaction options and available digital tools.
- Resolve customer problems while following branch policies, managing risk, and supporting daily operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- An associate degree or equivalent experience; a comparable combination of education, certifications, and experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs analysis.
- Strong customer service, communication, problem-solving, and prioritization skills.
- Ability to follow risk-management policies and procedures and complete required background checks.
- Employment visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- Inclusive, supportive workplace focused on customer service and employee contribution.
- Medical, prescription, dental, vision, life insurance, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care reimbursement.
- Educational assistance, wellness programs, and family-support benefits including adoption and caregiving assistance.
- Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and tenure.
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