Personal Banker Associate

5 days ago


Neenah, Wisconsin, United States Quality Talent Group Full time
About the Role

We are seeking a highly motivated and customer-focused Associate Roving Personal Banker to join our National Branch Network team. As a key member of our team, you will provide exceptional customer service and support across a variety of branch locations within a specific geography.

Key Responsibilities
  • Provide proactive support to customers across multiple branch locations, ensuring seamless service delivery and building strong relationships.
  • Be flexible and adaptable to changing priorities and new surroundings, while maintaining a focus on customer needs and satisfaction.
  • Participate in the delivery of exceptional customer experiences by building relationships through proactive outreach and proposing suitable 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.
  • Develop a deep understanding of bank products and services to effectively connect with customers' needs and provide tailored solutions.
  • Interact with customers to demonstrate care and build strong relationships, providing appropriate options for bank products and services.
  • Refer customers' financial needs to other bankers and partners as necessary.
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or 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. You will be part of a dynamic team that values diversity, equity, and inclusion, and is committed to creating a positive and inclusive work environment.

We are an equal opportunity employer and welcome applications from all qualified candidates. We are committed to creating a workplace that is free from discrimination and harassment, and where everyone feels valued, respected, and supported.



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