17 часов назад
Relationship Banker II (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker II (Banking): Building, expanding, and retaining client relationships by assessing financial needs and recommending banking, lending, and partner solutions with an accent on customer experience, needs-based conversations, and regulatory compliance. Focus on opening and closing accounts, facilitating consumer loan requests, achieving branch goals, and supporting customers through accurate transactions and problem resolution.
Location: Tyler, TX, United States; branch-based role with occasional travel for meetings, training, conversions, and acquisition support.
Company
is a regional community bank providing financial products, digital banking capabilities, and advisory support for personal and business customers.
What you will do
- Build, expand, and retain client relationships through in-person interactions, outbound calls, business visits, networking, and community events.
- Assess customer needs and recommend banking products, digital services, consumer lending options, and partner solutions.
- Open and close accounts, research account information, process transactions, and resolve customer service requests.
- Solicit and facilitate consumer loan requests while maintaining knowledge of lending policies and procedures.
- Refer customers to small business, corporate, institutional, mortgage, and financial advisory partners.
- Meet individual and branch goals while maintaining compliance and a high level of client satisfaction.
Requirements
- High school diploma or GED.
- At least two years of customer-facing, goal-oriented experience.
- Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
- Ability to present information effectively in one-on-one and small-group settings.
- Ability to coach and guide the branch team in the absence of an Assistant Financial Center Manager.
- Proficiency with Microsoft Office and social media platforms.
Culture & Benefits
- Team-oriented environment focused on customer relationships and financial guidance.
- Training provided on products, services, needs-based conversations, and role-specific tools.
- Opportunity to support customers through traditional branch services and digital banking capabilities.
- Occasional travel is required, with sporadic and minimal overnight or out-of-town assignments.
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