Associate Banker
$41,714–$50,000 year
On-siteRio Rancho, New Mexico, United States
Job Summary
Delivers exceptional service to customers and prospects by identifying needs and providing financial solutions. Welcomes clients in the lobby, guides them through digital options, and recommends alternative banking channels. Reviews customer profiles to address everyday banking plans and credit card needs while integrating marketing promotions. Supports operational activities including inventory management, filing, and processing applications. Follows risk and compliance processes to safeguard assets and report suspicious activity. Maintains current knowledge of personal banking products and legal requirements. Works collaboratively within the branch to achieve business objectives and improve the overall customer experience.
Required Qualifications
- Typically between 1 – 2 years of relevant experience
- Registration to sell investment products completed or in progress (must be completed within 12 months)
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Some experience in a consultative customer service or sales roles
- A focus on results and the ability to thrive in a consultative sales and team-based environment
- Resourceful self-starter with courage and confidence to approach customers
- Readiness to collaborate and work in different capacities as part of a team
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Basic specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
Desired Qualifications
- an equivalent combination of education and experience
- Passionate commitment to helping customers
- Drive to deliver a personal customer experience
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