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Associate Roving Personal Banker
2 months ago
We are seeking a highly skilled and customer-focused Associate Roving Personal Banker to join our team in the Sarasota District. As a key member of our Consumer, Small & Business Banking division, you will provide exceptional customer service and support across various branch locations within the district.
Key Responsibilities- Provide support to branch locations within the district, ensuring seamless customer service and efficient operations.
- Build strong relationships with customers through proactive outreach and personalized service.
- Assist customers with basic requests, including opening new accounts, completing service requests, and submitting credit applications.
- Develop a deep understanding of bank products and services to effectively connect customers with their financial needs.
- Collaborate with internal partners to provide comprehensive solutions and referrals.
- Meet or exceed sales and service targets, while maintaining a high level of customer satisfaction.
- 6+ months of customer-facing experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Ability to work in a fast-paced environment, with a focus on delivering exceptional customer service and meeting sales targets.
- Basic knowledge of banking products and services, with a willingness to learn and develop expertise.
- 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.
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- The chance to make a real difference in the lives of our customers.