9 часов назад
Relationship Banker, Sharswood, Philadelphia, PA (Retail Banking)
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker, Sharswood, Philadelphia, PA (Retail Banking): Building and maintaining customer relationships by identifying financial needs and 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, meeting branch sales targets, resolving customer concerns, and managing regulatory and fraud risks.
Location: Philadelphia, Pennsylvania, United States; branch hours may include weekends and evenings.
Annual base pay: $38,250–$61,000 USD.
Company
is a financial services organization undergoing a customer-centric, technology-driven transformation.
What you will do
- Build and maintain relationships with existing and prospective customers.
- Understand customer financial needs and provide tailored banking, lending, and investment solutions.
- Promote and cross-sell products and services to achieve or exceed branch sales targets.
- Prospect for new clients through referrals, networking, lead calling, portfolio management, and community engagement.
- Deliver personalized service, resolve concerns, and educate customers on digital banking and self-service options.
- Follow regulatory and internal risk and fraud requirements while collaborating with branch teams and supporting nearby branches when needed.
Requirements
- Legal authorization to work full-time in the United States without employer sponsorship is required.
- High school diploma or GED is required; a related bachelor’s degree or equivalent experience is preferred.
- At least 3 years of experience selling products or services in an incentive-based environment, or qualifying retail banking, financial services, consultative sales, or experience.
- At least 12 months of customer service experience in a high-volume, fast-paced environment.
- Relationship-building, customer service, sales, cross-selling, communication, consultative, and influence skills.
- Digital tool proficiency, computer proficiency, basic math skills, and the ability to manage multiple priorities and follow policies.
Nice to have
- Experience with Microsoft Office products.
- Established work history or equivalent experience, training, military service, or education.
Culture & Benefits
- Customer-centric environment focused on innovation and technology-driven transformation.
- Competitive rewards package based on impact, skills, experience, training, licensure, certifications, and location.
- Benefits designed to support employees, families, and overall well-being.
- Inclusive and accessible workplace with equal employment opportunity.
- Strong risk culture with proactive responsibility for risk management.
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