Financial Relationship Banker
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Proactively identify financial goals and needs for consumer and business customers to recommend appropriate deposit, loan, and banking products. Provide excellent customer service while effectively resolving issues and adhering to all operational, security, risk, and regulatory policies. Educate customers on optimizing bank technology and refer them to other areas of the bank to deepen relationships. Grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, and new customer follow-up programs. Source referrals from customers, bank colleagues, and partners. Maintain knowledge of all products, services, technology, and policies. This role requires a high school diploma or GED with at least one year of customer service and sales experience in banking or retail. Applicants must be authorized to work in the United States.
Required Qualifications
- High School Diploma or GED
- minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role
- currently authorized to work in the United States on a full-time basis
Desired Qualifications
- Bachelor's Degree
- 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience
- Ability to build, deepen and retain relationships
- Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills
- Excellent verbal and written communication skills
- Comfort with technology such as mobile services and online banking services
- Knowledge of consumer and business deposit products
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