3 часа назад
Personal Banker
21 - 25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Retail Banking): Delivering customer-focused retail banking services, recommending financial products and digital solutions, and processing transactions accurately with an accent on needs-based conversations, sales fulfillment, and regulatory compliance. Focus on building customer relationships, identifying complex financial needs, and connecting customers with appropriate bank specialists.
Location: 5314 S Yale Ave, Tulsa, Oklahoma 74135, United States; full-time onsite position
Salary: $20.55–$25.05 per hour, based on experience, skills, and competencies, plus performance-based quarterly incentives.
Company
provides retail banking and financial services focused on helping individuals and businesses manage their financial needs.
What you will do
- Serve customers in person and over the phone through needs-based conversations.
- Recommend retail banking products and digital solutions that match customer needs.
- Educate customers and deliver a high-quality financial service experience.
- Complete financial transactions accurately and efficiently while following policies and regulatory requirements.
- Build relationships with customers, coworkers, internal departments, and bank specialists.
- Identify complex financial needs and refer customers to appropriate specialists.
Requirements
- High school diploma or equivalent combination of education and experience.
- At least 1 year of sales or customer service experience.
- Strong sales, customer service, communication, organization, and attention-to-detail skills.
- Ability to meet individual and branch sales and customer service expectations.
- Ability to manage multiple priorities, adapt to different situations, and work effectively as part of a team.
- Proficiency with Microsoft Word, Excel, and Outlook.
Nice to have
- Experience working in an environment with individual and team sales goals.
Culture & Benefits
- Training, tools, and resources to support success in the role.
- Career development and education assistance.
- Employer-sponsored health, dental, and vision insurance.
- 401(k), life insurance, paid vacation, and paid personal time.
- Additional voluntary supplemental benefits and performance-based incentive opportunities.
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