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Personal Banker

2 months ago

Huntington Station New York, United States Quality Talent Group Full time
About This Role

We are seeking a highly motivated and customer-focused Associate Personal Banker to join our National Branch Network team. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.

Key Responsibilities
  • Participate in proactive outreach to build relationships with customers and propose suitable products and services to help them 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 trust, providing options for bank products and services that meet their financial goals.
  • Refer customers' financial needs to other bankers and partners as necessary, ensuring seamless support and guidance.
Requirements
  • 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.
  • 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.
What We Offer

As a valued member of our team, you will enjoy a comprehensive benefits package, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, and more. We also offer tuition reimbursement, scholarships for dependent children, and adoption reimbursement.

We are an equal opportunity employer and welcome applications from all qualified candidates. We value diversity, equity, and inclusion in the workplace and are committed to creating a culture that supports and empowers our employees to thrive.