Banker Jobs

About The Position

Requirements

• At least one year of demonstrated sales experience in a relationship-oriented, client-centric environment.
• Bilingual Spanish required.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results and client interests.
• Ability to collaborate effectively and build and nurture strong relationships.
• Passion, commitment, and drive to deliver experiences that improve clients’ financial lives.
• Confidence identifying solutions for new and existing clients based on their needs.
• Strong written and verbal communication skills; ability to communicate effectively and confidently with 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.
• Effective time management and ability to organize, prioritize, and perform multiple tasks simultaneously.
• Must be a commissioned notary or be able to obtain a notary commission in the state of work within a few months of the role’s start date; the timeframe varies by location.
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.

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 or sales experience in a salary-plus-incentive environment.
• Experience 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 prior experience using laptop technology.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending appropriate products, services, and solutions.
• Respond to client inquiries and concerns and create customized solutions.
• Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans.
• Identify needs for licensed sales functions and refer clients to partners in Merrill, Lending, and Small Business.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in business, product, and service transactions using available tools.
• Use expertise from prior roles to engage with clients who have more complex financial needs.
• Partner with teams to provide consumer and small business solutions, services, and strategies, helping clients navigate their priorities.
• Assist, educate, and train clients in using self-service technologies for simple transactions.
• 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 day-to-day activities, including account opening, 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.

Benefits

• Affordable, competitive, and flexible benefits
• Support for teammates’ physical, emotional, and financial wellness