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About Quality Talent Group
We are a leading provider of financial services, dedicated to helping our customers achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service and support to our customers.
About the Role
We are seeking a highly motivated and experienced Relationship Banker to join our team. As a Relationship Banker, you will be responsible for building and maintaining relationships with our customers, providing them with personalized financial solutions and services.
Key Responsibilities
- Build and maintain relationships with customers to understand their financial needs and provide personalized solutions.
- Identify opportunities to offer a range of financial products and services to customers.
- Analyze business challenges and develop strategies to address them.
- Present recommendations to customers and provide information to internal partners to enhance the customer experience.
- Open and service accounts within authorized limits and create plans for follow-up and scheduled contacts with customers.
- Provide information to internal partners and external sources to further enhance the customer experience.
- Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs.
- Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs.
- Provide self-service digital banking options to customers.
Requirements
- 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience.
- 1+ year of building and maintaining effective relationships with customers and partners.
Desired Qualifications
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
- State Insurance license(s).
- Customer service focus with experience handling transactions across multiple systems.
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
- Strong verbal, written, and interpersonal communication skills.
- Knowledge and understanding of book of business processes to actively manage a group of customers to meet their needs and grow the business.
- Ability to be proactive, innovative, and creative in meeting customer and enterprise needs.
- Ability to make client calls and actively participate in the sales development process.
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
- Ability to follow policies, procedures, and regulations.
- High motivation with ability to successfully meet team objectives while maintaining individual performance.
- Experience mentoring and peer-coaching.
- Experience assessing customer needs and recommending products/services to fulfill those needs.
- Experience using business acumen to provide financial services consultation to small business customers.
- Knowledge and understanding of financial services consumer lending products.
- Ability to educate and connect customers to technology and share the value of mobile banking options.
- Ability to interact with integrity and professionalism with customers and employees.
- Bilingual speaking proficiency in Portuguese/English.
- Bilingual speaking proficiency in Spanish/English.
