16 часов назад
Relationship Banker I
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker I (Banking and Client Relationships): Building and retaining customer relationships by assessing financial needs and recommending banking, lending, and partner solutions with an accent on needs-based conversations, account servicing, and customer experience. Focus on opening and closing accounts, facilitating consumer loan requests, meeting branch goals through outreach, and maintaining compliance with BSA and CIP requirements.
Location: Brentwood, Tennessee, United States
Company
is a regional community bank providing traditional banking services, digital capabilities, and financial solutions for individual, business, corporate, institutional, mortgage, and advisory clients.
What you will do
- Build, expand, and retain client relationships through in-branch conversations, outbound calls, business visits, networking events, and community activities.
- Assess customer needs and recommend appropriate banking products, digital capabilities, lending options, and partner resources.
- Open and close accounts, research account information, process transactions, resolve issues, and support account maintenance requests.
- Solicit and facilitate consumer loan requests while maintaining knowledge of applicable lending policies and procedures.
- Identify customer needs and refer clients to small business, corporate, institutional, mortgage, and financial advisory partners.
- Meet individual and branch goals while maintaining a professional, accurate, compliant, and positive customer experience.
Requirements
- High school diploma or GED.
- At least one year of customer-facing, goal-oriented experience.
- 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 AFCM.
- Working knowledge of Microsoft Office and ability to use social media platforms for brand awareness and market knowledge.
- Registration with the National Mortgage Licensing System and Registry, or ability to obtain an NMLS license after employment.
Culture & Benefits
- Training is provided on banking products, services, needs-based conversations, and role-specific tools.
- Team-centric environment focused on customer relationships and financial guidance.
- Occasional travel may be required for meetings, training, bank conversions, and acquisition support.
- Ability to provide support and guidance at other banking institutions within the market.
- Work includes compliance with applicable laws, regulations, policies, and required training.
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