Associate Roving Personal Banker Presidio Heights District
1 month ago
We are seeking a highly skilled and customer-focused Associate Roving Personal Banker to join our National Branch Network team. As a key member of our team, you will provide exceptional customer service and support across various branch locations within a specific geography.
Key Responsibilities:- Provide support to branch locations within a specific geography, ensuring seamless customer service and support.
- Be flexible and adaptable to changing priorities and new surroundings, meeting customer needs with professionalism and care.
- Participate in delivering exceptional customer experiences by building relationships through proactive outreach and proposing suitable products and services to help customers succeed financially.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Develop a deep understanding of bank products and services to connect with customers' needs and provide tailored solutions.
- Interact with customers to demonstrate care and build strong relationships, providing options for bank products and services that meet their needs.
- Refer customers' financial needs to other bankers and partners as necessary, ensuring a seamless customer experience.
- 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.
- A competitive salary and benefits package.
- A comprehensive set of benefits designed to protect your physical and financial health and to help you make the most of your financial future.
- Opportunities for professional growth and development.
- A collaborative and supportive work environment.
We are an equal opportunity employer and welcome applications from all qualified candidates. We are committed to diversity, equity, and inclusion in the workplace and strive to create a work environment that is inclusive and respectful of all employees.
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