Financial Relationship Banker (Jackson, MI)
On-siteJackson, Michigan, 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 by effectively resolving issues and utilizing pre-set appointments, Centers of Influence, and a disciplined sales process to grow relationships. Educate customers on optimizing bank technology and refer them to other areas of the bank to deepen partnerships. Maintain knowledge of all products, services, and regulatory policies while adhering to operational and security procedures. This role requires a high school diploma or GED with two years of customer service and sales experience in banking or retail, plus one year of deposit/lending knowledge or business-to-business sales. Applicants must be authorized to work in the United States.
Required Qualifications
- High School Diploma or GED
- 2 years customer service and sales in banking, financial services or goal driven retail sales
- 1 year consumer and business deposit products - lending knowledge OR Business to Business sales experience OR Bachelor's Degree
- 1 year customer service and sales banking, financial services or goal driven retail sales
- Can include military service in an administration, contracting, civil affairs or similar role
- Career minded individuals that want to join an organization where they can gain experience and build a career
- Bachelor's degree
- Comfort with technology such as mobile services and online banking services are a plus
- Currently authorized to work in the United States on a full-time basis
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