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Associate Personal Banker

2 months ago

Saint George, Utah, United States Quality Talent Group Full time
About This Role

We are seeking an Associate Personal Banker to join our team at the River Road Branch. As a Personal Banker, you will be responsible for delivering exceptional customer experiences, building relationships, and providing financial solutions to help customers succeed.

Key Responsibilities
  • Participate in proactive outreach to build relationships with customers and propose suitable financial solutions.
  • Assist customers with basic requests, such as opening new accounts, completing service requests, and submitting credit applications.
  • Develop a deep understanding of bank products and services to connect with customers' needs.
  • Interact with customers to demonstrate care and build strong relationships.
  • Provide options for bank products and services to customers and refer their 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.
  • 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.
What We Offer

We offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. We are committed to diversity, equity, and inclusion in the workplace and welcome applications from all qualified candidates.