Roving Personal Banker
2 weeks ago
We are seeking an Associate Roving Personal Banker to join our National Branch Network team in the Consumer, Small & Business Banking division. As a Roving Personal Banker, you will provide support across various branch locations within a specific geography, covering vacancies and meeting customer needs.
Key Responsibilities- Provide exceptional customer experience by building relationships and proposing products and services to help customers succeed financially.
- Assist customers with basic requests, such as opening new accounts and completing service requests.
- Develop 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 needed.
- 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.
- 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.
- Ability to travel 100% of the time within the district.
- Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided).
- Ability to work a schedule that may include most Saturdays.
- Maintains cash drawer, cash handling and balancing, and spends time completing service-related tasks as needed.
- This position is not eligible for Visa sponsorship.
- This position requires SAFE registration at the time of employment.
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