Customer Relationship Manager
3 days ago
Transforming Banking Experiences
We're seeking a skilled professional to join our team as a Personal Banker II. As a key member of our banking team, you will be responsible for building and maintaining long-lasting relationships with our customers.
Key Responsibilities:
- Customer Engagement: Develop and maintain a deep understanding of our customers' financial needs and provide tailored solutions to meet their goals.
- Relationship Building: Foster strong relationships with existing and prospective customers through proactive outreach efforts and exceptional customer service.
- Product Knowledge: Stay up-to-date on our products and services, and use this knowledge to recommend solutions that align with our customers' needs.
- Collaboration: Work closely with internal partners to ensure seamless customer experiences and resolve any issues that may arise.
- Risk Management: Analyze customer credit data and other financial information to ensure our customers are in the right solutions for their needs.
- Professional Development: Stay current with industry trends and best practices, and participate in ongoing training and development opportunities to enhance your skills and knowledge.
Requirements:
- Education: High school diploma or equivalent, and 1 year of customer service experience, or a college degree or equivalent military experience.
- Experience: 1 year of sales experience, preferably in the financial industry.
- Skills: Excellent communication and interpersonal skills, ability to analyze credit and financial information, and a strong understanding of business acumen.
Working Conditions:
- Normal office environment
- Extended viewing of computer screens
- Periodic travel within the company footprint to attend meetings and/or training
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