Personal Banker Associate

4 weeks ago

Ashburn, Virginia, 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
  • Provide proactive outreach and propose suitable products, services, and digital solutions to help customers achieve their financial goals
  • Assist customers with basic requests related to account openings, service requests, and credit applications
  • Work closely with managers to receive direction and exercise judgment within defined policies and procedures
  • Develop a deep understanding of our bank's products and services to effectively connect with customers' needs
  • Interact with customers to demonstrate care and build trust
  • Offer tailored solutions for bank products and services to meet customers' financial needs
  • Refer customers' 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
  • Proven ability to proactively engage with customers through outreach via phone or email
  • Experience educating customers on technology and mobile banking options
  • Ability to help customers succeed financially by introducing them to additional team members as needed
  • Experience working collaboratively with others to meet customer needs
  • 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 creating a diverse and inclusive work environment where everyone feels valued and empowered to grow.

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 believe that a diverse and inclusive team is essential to our success.

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