18 часов назад
Personal Banker II
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Banker II (Banking and Customer Service): Managing customer portfolios, delivering deposit and loan services, and advising customers on financial products with an accent on relationship building, sales, and accurate transaction processing. Focus on acquiring and retaining customers, meeting deposit and loan goals, managing risk, and providing courteous in-person banking support.
Location: Brenham, Texas, United States. This is an onsite banking role with availability required Monday–Friday from 7:45am–6:15pm and rotating Saturdays from 8:45am–1:15pm.
Company
provides banking, investment, and insurance services to businesses and individuals throughout Texas and has operated since 1868.
What you will do
- Manage an assigned customer portfolio, focusing on acquisition, expansion, and retention.
- Educate customers about deposit, loan, and other banking products and recommend suitable solutions.
- Provide transactional services, including deposits, payments, and check cashing.
- Make outbound customer calls for service, sales, and onboarding.
- Meet assigned sales goals while maintaining prompt, accurate, courteous service.
- Manage risk, practice loss prevention, and stay current with product, technology, and industry trends.
Requirements
- Availability for the stated weekday schedule and rotating Saturdays.
- Excellent written and verbal communication skills.
- Strong organizational skills.
- Proficiency with Microsoft computer applications.
Nice to have
- Bachelor’s degree.
Culture & Benefits
- Medical, dental, vision, long-term disability, and life insurance.
- 401(k) matching.
- Generous holiday and paid time off schedule.
- Tuition reimbursement.
- Health and wellness programs, including an Employee Assistance Program.
- Referral bonus program.
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