10 дней назад
Personal Banker (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker (Banking): Acquiring and deepening branch customer relationships through proactive sales, service conversations, and tailored banking solutions with an accent on customer loyalty, financial wellbeing, and risk management. Focus on identifying customer needs, expanding share of wallet, resolving banking issues, and maintaining accurate branch operations.
Location: In-office at the Germantown Branch, 150 West Chelten Avenue, Philadelphia, PA 19144, United States
Company
is a banking organization focused on delivering customer financial solutions through its retail branch network.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
- Identify customer needs and position appropriate banking products and solutions.
- Build customer loyalty and expand share of wallet through personalized financial guidance.
- Resolve customer problems using banking product and procedural knowledge.
- Follow risk, loss-prevention, and branch operating procedures accurately and efficiently.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Typically an associate degree or equivalent combination of education and experience; no degree is required if comparable qualifications are demonstrated.
- Knowledge of banking products, retail lending, prospecting, selling, and customer needs.
- Strong communication, customer service, problem-solving, and prioritization skills.
- Employment visa sponsorship and STEM OPT participation are not available for this position.
- Additional background checks may be required under applicable consumer financial protection regulations.
Culture & Benefits
- In-office work environment with an inclusive and supportive workplace culture.
- Medical, prescription, dental, and vision coverage options for eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
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