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Personal Banker Marco Island

2 months ago

Marco Island, United States Quality Talent Group Full time
About this Role

We are seeking a highly motivated and customer-focused Associate Personal Banker to join our National Branch Network team in Marco Island, FL. As a key member of our team, you will be responsible for delivering exceptional customer experiences, building relationships, and providing personalized financial solutions to our customers.

Key Responsibilities
  • Participate in proactive outreach to build relationships with customers and propose suitable products and services to help them achieve their financial goals.
  • Assist customers with basic requests, such as opening new accounts, completing service requests, and submitting credit applications.
  • Develop a deep understanding of our bank's products and services to effectively connect with customers' needs.
  • Interact with customers to demonstrate care and build strong relationships.
  • Provide customers with options for bank products and services that meet their needs.
  • Refer customers' financial needs to other bankers and partners as necessary.
Requirements
  • 6+ months of customer-facing experience, or equivalent demonstrated through 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, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.