Banker Jobs

About The Position

Requirements

• Minimum of one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results in the client’s best interest.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; ability to communicate confidently and engage clients in person and by phone.
• Ability to learn and adapt to new information and technology platforms, handle ambiguity, and adjust to changing circumstances.
• Strong critical-thinking and problem-solving skills to meet client needs.
• Effective time management, organization, prioritization, and ability to perform multiple tasks simultaneously.
• Must be a commissioned notary or successfully obtain a notary commission in the state of employment within a few months of starting, with the exact timeframe varying by location and state law.
• Must be able to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
• High School Diploma, GED, Secondary School, or equivalent.

Nice To Haves

• Associate’s or bachelor’s degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary-plus-incentive environment.
• Experience working in an environment with individual and/or team goals that were routinely met or exceeded.
• Experience with financial information, spreadsheets, and financial skills.
• Knowledge of banking products and services.
• Strong computer skills, including Microsoft applications, and previous experience using laptop technology.

Responsibilities

• Partner with teams to provide consumer and small business solutions, services, and strategies based on clients’ personal banking needs and priorities.
• Assist, educate, and train clients in conducting simple transactions using self-service technologies.
• Use available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Follow established processes, laws, and guidelines when performing activities such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manage client interactions by choosing an appropriate course of action for the bank and its clients while complying with regulatory requirements.
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
• Support clients with platform services and self-service or transactional activities, and connect them to specialists as appropriate.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees
• Formulaic incentive plan eligibility, with opportunities based on performance against defined metrics