1 день назад
Relationship Banker
38 250 - 61 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Retail Banking): Building and strengthening customer relationships by providing tailored banking, lending, and investment solutions with an accent on consultative sales, cross-selling, and customer service. Focus on prospecting for new clients, resolving customer concerns, educating customers on digital banking tools, and meeting branch sales and compliance objectives.
Location: Carlisle, Pennsylvania, United States; onsite branch role with work that may occasionally support nearby branches. Applicants must be legally authorized to work full-time in the United States without employer sponsorship.
Annual base pay: $38,250–$61,000 USD.
Company
Global financial services organization evolving toward a technology-driven, customer-centric banking model.
What you will do
- Build and maintain customer relationships by understanding financial needs and providing tailored banking, lending, and investment solutions.
- Promote and cross-sell banking products and services to existing and prospective customers while meeting or exceeding sales targets.
- Prospect for new clients through networking, referrals, lead calling, portfolio management, and community engagement.
- Deliver personalized service, resolve concerns, and strengthen customer loyalty.
- Educate customers on digital banking tools and self-service options across in-person, phone, and digital channels.
- Follow risk, fraud-defense, regulatory, and internal policy requirements while collaborating with branch teams to achieve performance goals.
Requirements
- High school diploma or GED required.
- Legal authorization to work full-time in the United States without employer sponsorship 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, changing environment.
- Relationship-building, customer service, sales, cross-selling, communication, consultative, and influence skills.
- Computer proficiency, basic math skills, ability to manage multiple priorities, and availability for branch hours including weekends and evenings.
Nice to have
- Bachelor’s degree in a related field or equivalent experience, training, military service, or education.
- Experience with Microsoft Office products.
Culture & Benefits
- Customer-centric environment focused on innovation, bold thinking, and continuous improvement.
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible workplace with equal employment opportunity.
- Strong risk culture with proactive responsibility for risk management at all levels.
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