Senior Consumer Relationship Banker - Congress Parkway Branch
$46,797–$46,797 year
On-siteAthens, Tennessee, United States
Job Summary
Meet with customers and prospects in person and on the phone to determine financial needs, proactively offering products and guidance to achieve goals. Focus on acquiring and deepening relationships with Preferred Banking Households by expanding existing connections and acquiring new ones. Conduct outbound phone calls using generated lead lists to serve as the primary relationship manager for a portfolio of affluent clients. Educate customers on consumer and business products, including loans, deposits, annuities, and life insurance, while advising on emerging digital solutions. Provide an optimal customer experience by greeting clients, processing transactions, and resolving issues, referring complex needs to internal experts. Support team development by acting as a subject matter expert for junior bankers. Own and resolve customer issues while ensuring sound banking practices and adhering to all laws and regulations. Track time for hours worked in excess of 40 per week, eligible for overtime and commission incentives. Requires NMLS registration and a Life Insurance license obtained within 120 days of hire.
Required Qualifications
- High School Diploma or GED
- Two (2) years of banking, sales, and/or customer service experience
- Ability to handle cash and process cash transactions
- Ability to communicate in person, on the phone, and through electronic channels
- Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
- Ability to work Saturdays as needed
- Ability to walk and stand for extended periods of time
- Ability to lift up to twenty (20) pounds
- Life Insurance license must be obtained within 120 days of hire in role
- Ability to adhere to policies, procedures, and guidelines
- Ability to assist customers with digital banking offerings
- Ability to handle multiple priorities simultaneously
- Excellent relationship-building skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
- Strong verbal, written communication, and organizational skills
- Ability to track time for hours worked in excess of 40 per week
Desired Qualifications
- Bachelor's degree
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