19 часов назад
Personal Banker - Universal - Belmar
45 375 - 75 625$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker - Universal - Belmar (Banking): Acquiring and deepening branch customer relationships in Lakewood through proactive sales, financial guidance, and customer service with an accent on customer loyalty, retail lending, and risk management. Focus on identifying customer needs, positioning banking solutions, managing outbound sales conversations, and ensuring accurate branch operations.
Location: In-office in Lakewood, Colorado, United States
Salary: $45,375–$75,625 per year, plus incentive eligibility based on company, business, and/or individual performance.
Company
is a retail banking organization focused on customer financial wellbeing, service, and relationship growth.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and position appropriate banking solutions to improve financial wellbeing, revenue, and loyalty.
- Conduct outbound calls, appointment setting, teller interactions, service-to-sales conversations, and lobby engagement.
- Educate customers on financial transaction options using banking technology, tools, and resources.
- Resolve customer problems using product and procedural knowledge.
- Support daily branch operations while following policies, procedures, and risk controls.
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, selling, prospecting, and customer needs.
- Strong customer service, communication, problem-solving, and priority-management skills.
- Must be able to work in an in-office branch environment in Lakewood, Colorado.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Nice to have
- Spanish bilingual skills.
- Experience leveraging technology to improve customer experiences.
Culture & Benefits
- Inclusive workplace focused on respect, employee contribution, customer service, and risk management.
- Medical, prescription, dental, and vision coverage options for eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on eligibility and career level.
- Educational assistance, wellness programs, and dependent care support.
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