Financial Relationship Banker
On-siteSaginaw, Michigan, United States
Job Summary
Provide excellent customer service and resolve issues while retaining and growing consumer and business relationships through proactive identification of financial goals. Recommend appropriate deposit, loan, and banking products using a disciplined sales process, pre-set appointments, and referral sourcing. Educate customers on optimizing bank technology and refer them to other departments to deepen internal partnerships. Maintain knowledge of all products, services, policies, and regulatory procedures. Adhere to operational, security, and risk policies. Requires high school diploma or GED with one year of customer service or sales experience; background check and fingerprints required. Exempt status applies.
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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