2 дня назад
Pesonal Banker
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Pesonal Banker (Retail Banking): Acquiring and deepening branch customer relationships through proactive sales, service conversations, and tailored banking solutions with an accent on customer experience, financial wellbeing, and risk management. Focus on identifying customer needs, growing share of wallet, solving account problems, and maintaining accurate branch operations.
Location: Richardson, Texas, United States; in-office at the Richardson East branch.
Company
is a retail banking organization focused on delivering customer financial services through its branch network.
What you will do
- Acquire and deepen branch customer relationships through proactive sales and service activities.
- Identify customer needs and recommend products and solutions that support financial wellbeing.
- Conduct outbound calls, appointment setting, lobby engagement, and service-to-sales conversations.
- Build customer loyalty and expand share of wallet through personalized banking experiences.
- Resolve customer problems using product and procedural knowledge.
- Follow risk, compliance, and operational procedures while supporting efficient branch operations.
Requirements
- Typically 3+ years of related experience or relevant product knowledge.
- Associate degree or equivalent experience; comparable education, certifications, experience, or military service may be considered.
- Knowledge of banking products, retail lending, selling, prospecting, customer service, and problem solving.
- Strong communication skills and ability to manage multiple priorities.
- Must work in the Richardson, Texas branch; this is an in-office position.
- Successful candidates are subject to additional background checks under applicable consumer financial protection regulations.
Nice to have
- Bilingual Chinese or Korean communication skills.
Culture & Benefits
- Inclusive workplace culture focused on respect, value, and employee contribution.
- Medical, prescription drug, dental, and vision coverage options.
- Life insurance, disability protection, health savings account, 401(k) match, pension, and stock purchase plans.
- Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on eligibility and career level.
- Educational assistance, wellness programs, dependent care support, and family-building reimbursements.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
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