4 дня назад
Personal Banker - Roebuck
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker - Roebuck (Retail Banking): Growing and retaining a branch customer base through proactive sales, service interactions, and tailored banking solutions with an accent on customer financial wellbeing, loyalty, and risk management. Focus on identifying customer needs, expanding share of wallet, solving banking problems, and ensuring accurate branch operations.
Location: In-office in Birmingham, Alabama (35206), United States
Company
is a retail banking organization providing financial products, services, and customer-focused banking solutions.
What you will do
- Acquire and deepen the branch customer base through proactive sales and service activities.
- Identify customer needs and recommend banking solutions that support financial wellbeing and increase loyalty.
- Conduct outbound calls, appointment setting, service-to-sales conversations, teller interactions, and lobby engagement.
- Build customer relationships through ecosystem partnerships and community Centers of Influence.
- Educate customers on transaction-management options, digital tools, and available banking products.
- Manage risk, resolve customer problems, and support accurate daily branch operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Typically an associate degree or equivalent experience; a comparable combination of education, certification, and experience may be considered.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong customer service, communication, problem-solving, prioritization, and technology skills.
- Additional background checks may be required under applicable banking regulations.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- In-office workplace with an inclusive and supportive culture.
- Full-time benefits may include medical, dental, vision, life and disability insurance.
- 401(k) matching, pension, stock purchase plans, dependent care reimbursement, and backup child or elder care.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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