21 час назад
Relationship Banker (Financial Services)
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Financial Services): Building and maintaining customer relationships while providing tailored banking, lending, and investment solutions with an accent on consultative sales, customer loyalty, and digital banking adoption. Focus on prospecting, cross-selling products, resolving customer concerns, and meeting branch sales and risk-management objectives.
Location: Summerdale Branch, Enola, Pennsylvania, United States; branch hours may include evenings and weekends.
Annual base pay: $38,250–$61,000 USD.
Company
is a global financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Build and maintain customer relationships by understanding financial needs and recommending tailored banking, lending, and investment solutions.
- Promote and cross-sell products and services to achieve or exceed branch sales targets.
- Prospect for new customers through networking, referrals, lead calling, portfolio management, and community engagement.
- Deliver personalized service, resolve concerns, and foster customer satisfaction and loyalty.
- Educate customers about digital banking tools and self-service options across in-person, phone, and digital channels.
- Follow regulatory and internal risk and fraud controls while collaborating with branch teams and supporting nearby branches when needed.
Requirements
- High school diploma or GED required.
- At least 3 years of experience selling products or services in an incentive-based environment, or at least 12 months of retail banking, financial services, consultative relationship sales, or qualifying experience.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Strong relationship-building, customer service, communication, consultative, influence, and sales skills.
- Proficiency with digital tools and computers, along with basic math skills and the ability to manage multiple priorities.
- Must be legally authorized to work full time in the United States without employer sponsorship.
Nice to have
- Bachelor’s degree in a related field or equivalent experience, training, military service, or education.
- Experience with Microsoft Office products.
- Established work history or equivalent professional background.
Culture & Benefits
- Customer-centric, inclusive, and technology-driven working environment.
- Competitive rewards package based on skills, experience, training, licensure, certifications, and location.
- Benefits designed to support employees, families, and well-being.
- Commitment to proactive risk management and equal employment opportunity.
- Reasonable accommodations are available throughout the application process.
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