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Branch Relationship Banker
2 months ago
**Key Responsibilities:**
* Provide full-service banking services to new and existing customers, with a focus on sales and service
* Process financial transactions accurately and efficiently
* Open new accounts, update accounts, and issue/activate ATM cards
* Originate and close consumer loans, and resolve client service concerns
* Execute the sales discovery process and manage customer relationships
* Conduct assessments with clients to determine their financial needs and make recommendations
* Make referrals for other bank products and services
* Execute inside/outside sales calls to prospects and established customers
* Establish, expand, and maintain strong customer relationships
* Support retail objectives/initiatives to capitalize on business opportunities
* Perform all duties in compliance with laws, regulations, and bank policies
* Resolve client concerns through direct action or referral to alternative resources
* Adhere to the bank's security policies and maintain confidentiality of bank records and client information
* Meet with Branch Service Manager and/or Branch Manager daily to discuss progress
**Requirements:**
* High school diploma or equivalent
* 2+ years' experience in banking, sales, or a related field
* Previous experience in a financial sales representative-oriented role preferred
* Strong banking and sales experience preferred
* Meeting sales goals and/or sales referral goals experience preferred
* Proficient knowledge of mathematical calculations and standard banking products
* Strong customer service, interpersonal, communication, and relationship building skills
* Effective selling, cross-selling, and referral skills
* Strong problem-solving and negotiation skills
* Strong attention to detail and time management
* Proficient in basic computer skills
**Benefits:**
At BankTalent HQ, we offer a comprehensive benefits package to support your health, well-being, and career growth.
* Medical, dental, and vision insurance
* Life and disability insurance
* Paid parental leave and adoption assistance
* Health savings and flexible spending accounts
* Paid training and time off
* 401(k) plan with company match and profit sharing
* Mental health benefits, including coaching and therapy sessions
* Tuition reimbursement for qualifying employees
* Employee ambassador preferred banking products
**About Us:**
BankTalent HQ is a leading financial institution committed to delivering exceptional customer service and building strong relationships with our clients. We're proud to offer a dynamic work environment and opportunities for growth and development.
If you're passionate about delivering exceptional customer service and building strong relationships, we encourage you to apply for this exciting opportunity"}