3 часа назад
Relationship Banker (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker (Banking): Building and growing customer relationships at a Columbus financial center with an accent on personalized service, financial guidance, account opening, and product recommendations. Focus on consultative conversations, proactive outreach, regulatory compliance, and accurate transaction processing.
Location: Columbus, Ohio, United States; on-site, full-time
Company
provides banking and financial services through customer-focused financial centers.
What you will do
- Serve as a trusted point of connection in the financial center and create seamless customer experiences.
- Identify customer financial goals through purposeful questions, active listening, and meaningful conversations.
- Guide customers through account selection and opening, transactions, and relevant banking products and services.
- Manage and grow relationships through proactive follow-up, referrals, networking, and community involvement.
- Connect customers with Mortgage, Business Banking, Wealth, and other specialized partners.
- Support financial center operations by following policies, procedures, risk management practices, and applicable regulations.
Requirements
- High school diploma or equivalent preferred.
- Customer service, retail, or sales experience preferred.
- Strong customer experience, relationship-building, consultative selling, communication, and active listening skills.
- Financial acumen, business development, networking, problem-solving, ownership, and attention to detail.
- Ability to navigate banking systems, Microsoft Office software, computer applications, and on-site equipment.
- Ability to collaborate with teammates and comply with company policies and federal and state regulations.
Culture & Benefits
- People-first approach focused on customer experience and financial wellness.
- Collaborative work environment with opportunities to partner with specialized banking teams.
- Opportunities for professional growth, continuous learning, and increased responsibility.
- Inclusive workplace and equal employment opportunity commitment.
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