4 часа назад
Relationship Banker II (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker II (Banking): Building and retaining customer relationships by assessing financial needs and recommending banking, lending, and partner solutions with an accent on needs-based conversations, account services, and customer experience. Focus on generating business through in-person interactions, outbound calls, community networking, and compliant consumer loan support.
Location: Lockwood, Missouri, United States
Company
is a regional community bank providing personal, business, mortgage, and financial services supported by banking technology.
What you will do
- Build, expand, and retain customer relationships while delivering a high-quality banking experience.
- Assess customer needs and recommend appropriate branch, digital, lending, and partner solutions.
- Generate business through in-person conversations, outbound calls, business visits, networking, and workplace events.
- Open and close accounts, research account information, process transactions, and resolve customer requests.
- Solicit and facilitate consumer loan requests and refer customers to small business, corporate, mortgage, and financial advisors.
- Maintain compliance with applicable laws, policies, BSA, CIP, and required training procedures.
Requirements
- High school diploma or GED.
- At least two years of customer-facing, goal-oriented experience.
- Ability to present information effectively to individuals and small groups.
- Ability to coach and guide the branch team when the AFCM is absent.
- Working knowledge of Microsoft Office and social media platforms.
- Registration with the NMLS and/or obtaining an NMLS license after employment is required.
Culture & Benefits
- Team-oriented work in a fast-paced banking environment.
- Training provided on products, services, needs-based conversations, and role-specific tools.
- Occasional travel for meetings, training, bank conversions, acquisitions, and support at other institutions in the market.
- Professional customer-facing role with opportunities to support clients throughout their financial life stages.
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