4 дня назад
Financial Relationship Banker (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Relationship Banker (Banking): Building and retaining consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products with an accent on customer service, relationship growth, and banking technology. Focus on resolving customer issues, sourcing referrals, educating customers, and following security, risk, and regulatory requirements.
Location: Fort Worth, TX (West 7th), United States; office-based
Company
provides consumer and business banking products and services through its branch network.
What you will do
- Retain and grow consumer and business customer relationships by identifying financial goals and needs.
- Recommend appropriate deposit, loan, and other banking products and services.
- Provide customer service and resolve customer issues effectively.
- Generate relationship-growth opportunities through appointments, referrals, follow-up programs, and internal partnerships.
- Educate customers on online, mobile, and ATM banking technology.
- Maintain knowledge of products, services, technology, and policies while following operational, security, risk, and regulatory procedures.
Requirements
- High school diploma or GED.
- At least one year of customer service and sales experience in banking, financial services, goal-driven retail sales, business-to-business sales, or a comparable military role.
- Strong relationship-building, verbal, written communication, and presentation skills.
- Knowledge of consumer and business deposit products, banking, investments, consumer lending, and business lending.
- Must be currently authorized to work full-time in the United States; immigration sponsorship is not available.
- Fingerprinting and additional background checks are required under NMLS regulations.
Nice to have
- Bachelor's degree.
- One or more years of customer service and sales experience in banking, financial services, retail sales, or business-to-business sales.
- Comfort with mobile services and online banking technology.
Culture & Benefits
- Welcoming and inclusive branch-team environment.
- Opportunity to share ideas and influence customers, the bank, and local communities.
- Office workplace setting focused on customer and community connections.
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