1 час назад
Personal Banker - Westgate Drive
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker - Westgate Drive (Retail Banking): Growing branch customer relationships through proactive sales, service conversations, and financial solution recommendations with an accent on customer loyalty, product knowledge, and risk management. Focus on identifying customer needs, expanding share of wallet, resolving banking problems, and supporting accurate branch operations.
Location: Onsite at the Westgate Branch in Durham, North Carolina, United States
Company
is a retail banking organization focused on delivering customer financial services through branch operations.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
- Identify customer needs and recommend appropriate banking products and financial solutions.
- Build customer loyalty and increase share of wallet through personalized experiences and ecosystem partnerships.
- Resolve customer problems using banking product and procedural knowledge.
- Support daily branch operations while following policies, procedures, and risk controls.
Requirements
- Typically 3 or more years of related experience or banking product knowledge.
- Typically 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 multitasking abilities.
- Must work in the Durham, North Carolina branch environment.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- Inclusive workplace focused on respect, customer service, accountability, and risk management.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on eligibility and career level.
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