Banking Relationship Expert

4 days ago


Salt Lake, Utah, United States BankTalent HQ Full time
Salary: $50,000 - $70,000 per year

As a key player at BankTalent HQ, you will be responsible for delivering exceptional customer experiences and building long-lasting relationships with our clients. Your primary focus will be on sales and service within the branch, with a strong emphasis on developing and maintaining a loyal client base.

In this role, you will:
  • Provide full-service banking services to new and existing customers, including opening new accounts, consumer loans, and referring other banking products as applicable.
  • Resolve client concerns through direct personal action or by referring clients to alternative bank department resources.
  • Make appropriate referrals for other bank products and services, including commercial lending products.
  • Perform cash transactions, open or update accounts, originate and close consumer or small business loans.
  • Establish, expand, and maintain a strong customer relationship by providing extensive and personalized service focused on the specific needs of each banking customer.
  • Perform other duties as assigned.


Required Skills and Qualifications:
  • High School diploma or equivalent and 1+ years experience in sales, teller, new accounts or loan processing or other directly related experience.
  • An equivalent combination of education and experience may meet qualifications.
  • Previous experience in a financial sales representative oriented role preferred.
  • Working knowledge of mathematical calculations and standard banking products, services and transactions.
  • Solid knowledge of all retail products and services.
  • Basic knowledge of consumer lending applications.
  • Proven customer service, interpersonal and communication skills, both verbal and written.
  • Effective selling, cross-selling and referral skills.
  • Solid mathematical, problem-solving and negotiation skills.
  • Solid interpersonal & relationship building skills. Strong attention to detail and time management.
  • Proficient in basic computer skills.


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