Personal Banker Bilingual Spanish St Helena
2 days ago
We are seeking a highly skilled and motivated Personal Banker Bilingual Spanish to join our team at Quality Talent Group. As a Personal Banker, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.
Key Responsibilities- Participate in the delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products and services to help customers succeed financially.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Receive direction from managers and exercise judgment within defined policies and procedures.
- Develop an understanding of bank products and services to connect with customers' needs.
- Interact with customers to demonstrate care and build relationships.
- Provide appropriate options for bank products and services to customers.
- Refer customers' financial needs to other bankers and partners as needed.
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Bilingual speaking and listening proficiency in Spanish/English.
- 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.
We offer a comprehensive benefits package, including a competitive salary, paid time off, parental leave, critical caregiving leave, discounts and savings, health benefits, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.
Why Join UsWe are committed to diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.
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