3 дня назад
Personal Banker - Universal (Harmony and Lemay)
45 375 - 75 625$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker - Universal (Harmony and Lemay) (Retail Banking): Acquiring and deepening branch customer relationships through proactive sales, financial service, and lobby engagement with an accent on customer experience, banking products, and risk management. Focus on identifying customer needs, positioning financial solutions, solving service problems, and growing customer loyalty and share of wallet.
Location: Onsite in Fort Collins, Colorado, United States
Base 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, relationship growth, and inclusive banking services.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Conduct outbound calls, service-to-sales conversations, appointment setting, teller interactions, and lobby engagement.
- Identify customer needs and position appropriate banking products and financial solutions.
- Build customer loyalty and share of wallet through personalized service and community partnerships.
- Use banking technology, tools, and resources to educate customers and support financial transactions.
- Manage customer issues, branch operations, and operational risk in accordance with policies and procedures.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- An associate degree or equivalent experience is typically expected; 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, and prioritization skills.
- Ability to manage risk and follow banking policies and procedures.
- This is an in-office position based in Fort Collins, Colorado; employment visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- Inclusive workplace focused on respect, collaboration, and customer service.
- Medical, prescription, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, and dependent, adoption, surrogacy, and care reimbursements.
Hiring process
- Candidates may be subject to background checks required by banking and consumer financial protection regulations.
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