Financial Relationship Banker
On-siteYoungstown, Ohio, United States
Job Summary
Proactively identify financial goals and needs for consumer and business customers, then recommend appropriate deposit, loan, and banking products to retain and grow relationships. Provide excellent customer service while effectively resolving issues, utilizing pre-set appointments, Centers of Influence, and a disciplined sales process to source referrals from customers, colleagues, and partners. Educate clients on optimizing online, mobile, and ATM banking technology, and refer customers to other bank areas to deepen internal partnerships. Maintain comprehensive knowledge of all products, services, technology, and policies while adhering to operational, security, risk, and regulatory procedures.
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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.