Job Details
- Develop and maintain long-term client relationships by providing personalized financial guidance and banking solutions
- Cross-sell banking products and refer clients to partners including mortgage, investments, business banking, and wealth management services
- Proactively engage clients through outreach, follow-up, community involvement, and relationship-building activities
- Resolve customer service issues, process banking transactions accurately, and educate clients on digital banking solutions
- Achieve sales, lending, referral, and account opening goals while ensuring compliance with banking policies, procedures, and fraud prevention standards
Skills and Qualifications
- 2+ years of relationship-based client consultation and/or consultative sales experience required (in the banking industry is a plus)
- Must be eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered
- Willingness to travel between branch locations may be required
Shift Details
- 1st Shift
- Weekends
Benefits
- Dental
- Medical
- Retirement/401K
- Vision
- Other Benefits -