Personal Banker Associate

4 weeks ago

Helena Montana, United States Quality Talent Group Full time
About This Role

We are seeking a highly skilled and motivated Associate Roving Personal Banker to join our National Branch Network team. As a key member of our Consumer, Small & Business Banking division, you will provide exceptional customer service and support across a variety of branch locations.

Key Responsibilities
  • Provide support to branch locations within a specific geography, ensuring seamless customer service and efficient operations.
  • Be flexible and adaptable to changing priorities and new surroundings, meeting customer needs with a proactive and customer-centric approach.
  • Participate in delivering 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 connect with customers' needs and provide tailored solutions.
  • Interact with customers to demonstrate care and build strong relationships, providing options for bank products and services that meet their needs.
  • Refer customers' financial needs to other bankers and partners as necessary, ensuring a seamless customer experience.
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Customer service focus with experience handling complex transactions across multiple systems.
  • 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 making a positive impact in the community.

We are an equal opportunity employer and welcome applications from all qualified candidates. We are committed to creating an inclusive and diverse workplace that reflects the communities we serve.

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