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Relationship Banker

2 months ago

Salinas California, United States Quality Talent Group Full time

About the Role:

We are seeking a skilled Relationship Banker to join our team at Quality Talent Group. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our customers, understanding their financial needs, and providing personalized solutions to meet those needs.

Key Responsibilities:

  • Participate in building relationships with customers and understand their financial needs
  • Identify opportunities to offer a range of financial products and services to customers
  • Analyze business challenges and provide recommendations to resolve customer inquiries and service requests
  • Open and service customer accounts within authorized limits
  • Provide information to internal partners and external sources to enhance the customer experience
  • Partner with financial advisors to understand customer needs and provide solutions
  • Provide self-service digital banking options to customers

Requirements:

  • 2+ years of customer service experience or equivalent
  • 1+ year of assessing and meeting customer needs or helping with issue resolution
  • 1+ year of building and maintaining effective relationships with customers and partners
  • Desired qualifications include successfully completed FINRA Series 6 and Series 63 examinations, state insurance licenses, and customer service focus with experience handling transactions across multiple systems

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment