Financial Services Associate

2 weeks ago

Elkridge, Maryland, United States Quality Talent Group Full time
Why Quality Talent Group:

At Quality Talent Group, we recognize that a fulfilling career encompasses more than just a job. It’s about discovering the elements that enable you to flourish in a supportive environment. We prioritize your well-being with competitive compensation, a comprehensive benefits package, and programs that promote work-life balance. Our commitment to community engagement and personal authenticity is celebrated, and we empower our employees to grow and thrive.

About this position:

We are seeking a dedicated Associate Personal Banker to join our team. This role is integral to our Consumer, Small & Business Banking division. Discover more about our career paths and business areas.

Key Responsibilities:
  • Deliver exceptional customer service by cultivating relationships through proactive outreach and recommending suitable products, services, and digital solutions to support customers' financial success.
  • Assist clients with essential tasks such as opening new accounts, fulfilling service requests, and processing credit applications.
  • Follow guidance from management while exercising judgment within established policies and procedures.
  • Gain insight into banking products and services to align with customer needs.
  • Engage with clients to demonstrate genuine care and foster strong relationships.
  • Provide tailored options for banking products and services.
  • Refer clients’ financial needs to other bankers and partners as necessary.
  • This position involves customer interaction and responsibilities that may include negotiating terms and processing applications for secured transactions, necessitating compliance with relevant regulations.
Required Qualifications:
  • At least 6 months of experience in customer interaction or equivalent demonstrated through work experience, training, military service, or education.
Preferred Qualifications:
  • Strong customer service orientation with experience managing complex transactions across various systems.
  • Proven ability to proactively engage customers through outreach via phone or email.
  • Capability to educate clients on technology and promote the benefits of mobile banking.
  • Ability to assist customers in achieving financial success by connecting them with additional team members as appropriate.
  • Experience collaborating with team members to meet customer needs.
  • Track record of building and nurturing strong customer relationships.
  • Proficiency in developing strong partnerships with internal stakeholders.
  • Ability to adhere to policies, procedures, and regulations.
  • Skill in identifying potential fraud or risky accounts and taking appropriate preventive measures.
  • Professional interaction with customers and team members, demonstrating integrity.
  • Relevant military experience in personnel management, processing orders, or human resources.
  • Expertise in sourcing, acquiring, and maintaining relationships with clients and colleagues.
  • Support customers and team members in resolving or escalating issues or complaints.
Job Expectations:
  • Flexibility to work a schedule that may include weekends.
  • Manage cash drawer responsibilities, including cash handling and balancing, while completing service-related tasks as required.
  • This position requires registration in compliance with relevant regulations upon employment.
  • This role is not eligible for Visa sponsorship.
Diversity and Inclusion:

At Quality Talent Group, we value diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of background or identity. Our employees are committed to building strong customer relationships while maintaining a culture focused on risk management and compliance.

Drug-Free Workplace:

Quality Talent Group is committed to maintaining a drug-free workplace.

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