Personal Banker

5 days ago

Naples, Florida, United States Quality Talent Group Full time
About the Role

We are seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will play a critical role in building strong relationships with our customers, providing exceptional service, and helping them achieve their financial goals.

Key Responsibilities
  • Deliver exceptional customer service 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.
  • Develop a deep understanding of bank products and services to connect with customers' needs and provide personalized 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 needed, ensuring seamless support and guidance.
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of 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 creating a diverse and inclusive work environment that values and respects all employees.

We are an equal opportunity employer and welcome applications from all qualified candidates. We are committed to creating a workplace that is free from discrimination and harassment.

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