Financial Relationship Banker
Hybrid · Cranberry Township, Pennsylvania, United States
Job Summary
As a Financial Relationship Banker, you will retain and grow consumer and business customer relationships by proactively identifying financial goals and needs and recommending deposit, loan, and other banking products/services. You will provide excellent customer service, resolve issues, educate customers on online/mobile banking and ATM technology, and nurture relationships through pre-set appointments, referrals, and internal partnerships. You will build knowledge across banking products, adhere to operational/security/regulatory policies, and continuously educate customers to optimize their use of banking technology while strengthening internal collaboration. The role emphasizes relationship-building, proactive sales, and delivering a positive, inclusive customer experience within an in-office environment with hybrid work options.
Required Qualifications
- High School Diploma or GED
- minimum 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
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