Associate Banker
$41,714–$50,000 year
On-siteManitowoc, Wisconsin, United States
Job Summary
Delivers exceptional service to customers and prospects by identifying needs and providing advice on financial solutions. Welcomes clients in the lobby, guides them through digital options, and recommends alternative banking channels. Collaborates with partners to identify referral opportunities that grow customer relationships beyond personal banking. Reviews customer profiles to address everyday banking plans and credit card needs while contributing to branch business results. Supports operational activities including inventory management, filing, and following up on applications. Probes to understand personal banking and credit card needs, integrating marketing promotions into conversations. Follows risk and compliance processes to safeguard assets and maintain privacy, reporting suspicious activity related to money laundering. Maintains current knowledge of personal banking products and trends to integrate into customer interactions.
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)
- Canada only
- Basic specialized knowledge
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem solving skills - Good
Desired Qualifications
- Certification in related field of study
- Equivalent combination of education and experience
- 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 drive to deliver a personal customer experience
- 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
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