Personal Banker Downtown Naples

1 month ago

Naples, Florida, United States Quality Talent Group Full time
About This Role

We are seeking an Associate Personal Banker (SAFE) to join our National Branch Network as part of the Consumer, Small & Business Banking division. As a Personal Banker, you will play a critical role in delivering exceptional customer experiences by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially.

Key Responsibilities
  • Participate in the delivery of exceptional customer experiences by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed financially.
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Develop an understanding of bank products and services to connect with customers' needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide appropriate options for bank products and services to customers.
  • Refer customers' financial needs to other bankers and partners as needed.
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Preferred Qualifications
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Experience proactively engaging with customers through outreach via phone or email.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
  • Experience working with others on a team to meet customer needs.
  • Experience fostering and developing strong customer relationships.
  • Ability to build strong relationships with internal partners.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Ability to interact with integrity and professionalism with customers and team members.
What We Offer

We offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. We are recognized for our commitment to diversity, equity, and inclusion, and we welcome applications from all qualified candidates.

We are an equal opportunity employer and welcome applications from all qualified candidates, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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