обновлено 12 дней назад
Personal Banker - Archdale
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker - Archdale (Retail Banking): Building customer relationships and growing branch revenue through proactive banking sales and service with an accent on customer financial wellbeing, loyalty, and risk management. Focus on identifying customer needs, positioning banking products, solving account problems, and expanding customer share of wallet through branch and outbound interactions.
Location: Archdale, North Carolina, United States; in-office
Company
is a retail banking organization focused on customer relationships, financial solutions, and responsible banking operations.
What you will do
- Acquire and deepen the branch customer base through proactive sales and service activities.
- Identify customer needs and position appropriate banking solutions to improve financial wellbeing, revenue, and loyalty.
- Conduct outbound calls, service-to-sales conversations, appointment setting, teller interactions, and lobby engagement.
- Build relationships through ecosystem partnerships and community Centers of Influence.
- Educate customers on financial transaction options and available technology, tools, and resources.
- Manage customer problems, branch operations, and risk in accordance with policies and procedures.
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, selling, prospecting, and customer needs.
- Strong customer service, communication, problem-solving, prioritization, and opportunity-identification skills.
- Must work in the Archdale, North Carolina office; does not provide employment visa sponsorship or participate in STEM OPT for this position.
- Additional background checks may be required under Consumer Financial Protection Bureau regulations.
Culture & Benefits
- Inclusive workplace culture focused on respect, value, contribution, and customer service.
- Medical, prescription, dental, and vision coverage options, including a health savings account feature.
- Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
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