56 минут назад
Relationship Banker ll
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Banker ll (Banking/Sales): Building, expanding, and retaining client relationships through needs-based financial guidance, account services, and consumer loan support with an accent on customer experience, banking products, and compliance. Focus on identifying client needs, meeting branch goals through in-person and outbound activities, and coordinating referrals to business, mortgage, and financial advisory partners.
Location: Clayton, Missouri, United States
Company
is a regional community bank providing financial products, digital banking capabilities, and advisory resources for personal and business customers.
What you will do
- Build, expand, and retain client relationships by assessing financial needs and recommending suitable bank products and services.
- Promote banking solutions through branch interactions, outbound calls, business visits, networking events, and At Work events.
- Open and close accounts, research customer accounts, process transactions, and handle service, maintenance, and problem-resolution 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 or exceed individual and branch goals while supporting branch operations and customer satisfaction.
Requirements
- High school diploma or GED.
- At least two years of customer-facing, goal-oriented experience.
- Ability to present information effectively to customers, clients, and employees in one-on-one and small-group settings.
- Ability to work collaboratively in a fast-paced banking environment and support or guide the branch team when required.
- Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
- Proficiency with Microsoft Office and social media platforms.
Culture & Benefits
- Customer-focused environment centered on trusted financial guidance.
- Training on products, services, needs-based conversations, and role-specific tools.
- Occasional travel for meetings, training, bank conversions, acquisition support, and assistance at other banking institutions in the market.
- Compliance with applicable banking laws, regulations, policies, and procedures is required.
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