2 часа назад
Personal Banker I or II (DOE) (Fintech)
20 - 25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker I or II (DOE) (Fintech): Building trusted member relationships and delivering banking solutions through account opening, loan facilitation, financial analysis, and branch service with an accent on client-focused advice and community engagement. Focus on identifying financial needs, completing loan applications and closings, expanding the member base, and supporting transactions across branch and digital channels.
Location: Onsite at the Monroe Branch, 1812 W. Monroe St., Phoenix, AZ 85007, United States
Salary: $20–$25 per hour, depending on experience
Company
provides member-focused financial products, services, and advice while supporting communities across its service area.
What you will do
- Build relationships with members and provide trusted advice based on their financial needs.
- Open accounts, onboard new members, identify relevant products, and conduct client-focused outreach.
- Facilitate loan applications for underwriting and conduct loan closings.
- Analyze member financial information and support banking through branch, internet, mobile, and ATM channels.
- Expand the customer base through networking and community events.
- Perform teller activities and transactions according to branch needs.
Requirements
- High school diploma or GED.
- One to three years of related experience in customer service, sales, or another client-facing role.
- Strong relationship-building and client-focused sales skills.
- Excellent verbal, phone, email, internet, and writing skills.
- Ability to complete credit and criminal background checks and comply with applicable banking regulations, including BSA, AML, the USA PATRIOT Act, and OFAC requirements.
Nice to have
- One year of cash-handling experience, preferably at a financial institution.
- NMLS registration if the role meets the definition of a mortgage loan originator at a federally regulated institution.
Culture & Benefits
- Paid holidays, floating holidays, personal days, vacation, and sick time.
- Low-cost medical, dental, and vision plans.
- Paid childcare assistance.
- 401(k) plan, gym fee reimbursement, tuition reimbursement, and student loan repayment.
- Work focused on member financial well-being, community impact, innovation, and growth.
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