Senior Banker - Carolina Beach Financial Center
On-site · Carolina Beach, North Carolina, United States
Job Summary
Senior Banker at Carolina Beach Financial Center serves as the first point of contact for financial center clients, uncovering personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Responsibilities include deepening client relationships through platform services, assisting with self-service or transactional activities, leveraging resources to optimize client experience, and ensuring regulatory compliance in day-to-day activities such as opening accounts and account maintenance. The role requires outbound client outreach, consistent follow-up, and the ability to engage clients both in-person and by phone while possessing strong problem-solving and communication skills.
Required Qualifications
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Strong written and verbal communications skills
- Confident in identifying solutions for helping new and existing clients based on their needs
- Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
- Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
- Must be able to obtain notary commission in the state you work within a few months of start date in role (exact timeframe varies by location)
- Shift: 1st shift (United States of America) Hours Per Week: 40
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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