Roving Personal Banker
4 days ago
About the Role: We are seeking an Associate Roving Personal Banker (SAFE) to join our National Branch Network team in the Consumer, Small & Business Banking division. As a Roving Branch Banker, you will provide support across various branch locations within a specific geography, covering vacancies and meeting customer needs.
Key Responsibilities:
- Provide exceptional customer service by building relationships through proactive outreach and proposing suitable products and services.
- Assist customers with basic requests, such as opening new accounts, completing service requests, and submitting credit applications.
- Develop a strong understanding of bank products and services to connect with customers' needs.
- Interact with customers to demonstrate care and build relationships.
- Refer customers' financial needs to other bankers and partners as necessary.
Requirements:
- 6+ months of customer-facing experience or equivalent demonstrated through work experience, training, military experience, or education.
Preferred Qualifications:
- 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.
- Experience working with others on a team to meet customer needs.
- Ability to build strong relationships with internal partners.
Job Expectations:
- Ability to travel 100% of the time within the district.
- Commute to assigned locations for branch assignments (reimbursement for mileage provided).
- Ability to work a schedule that may include most Saturdays.
Additional Information: This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
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