Personal Banker Role

4 weeks ago


Fitchburg, Massachusetts, United States Oak Bank Full time

Oak Bank Career Opportunity

We are seeking a highly skilled and motivated Personal Banker to join our team at Oak Bank. As a Personal Banker, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and promoting our financial products and services.


Key Responsibilities

  • Develop and maintain a deep understanding of our clients' financial needs and goals.
  • Provide personalized banking solutions and recommendations to clients.
  • Manage and grow client relationships through proactive communication and follow-up.
  • Stay up-to-date on banking products and services, and effectively communicate their benefits to clients.
  • Collaborate with internal teams to ensure seamless delivery of banking services.
  • Meet or exceed sales and customer service targets.


Requirements

  • At least 3 years of experience in a client-facing role, preferably in the banking industry.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients.
  • Proven sales and customer service skills, with a track record of meeting or exceeding targets.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.


What We Offer

Oak Bank offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a positive and inclusive work environment that supports the well-being of our employees.


How to Apply

If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications.



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