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Banking Relationship Specialist (Banker) 
(Job)

resume-library  |  United States  |  

Ref:
PARTNER-3Z78PG
Direct:
Employer:
Location:
United StatesUnited States (US)
Category:
Banking & Insurance/Banking
Work Type:
Permanent
Work Time:
Full Time
Tags:
job,united-states,resume-library

Description 

Banking Relationship Specialist (Banker)

Workway BancForce is a professional staffing firm, working with organizations across the country to place exceptional candidates. We are looking for a Banking Relationship Specialist (New Accounts) is the first customer contact and one of the key people to set the tone of service and sales at the branch level.



 



Your specific duties will include:



Consult with clients and prospects about their financial goals and needs, and identify and promote bank products and services to best meet those needs.



Actively cross-sell bank products by leveraging sales opportunities in assigned branch and by referring clients to other departments for additional needs.



Address and resolve customer concerns and questions both in person and via telephone pertaining to account activity and perform customer research.



Review customers' accounts and answer customers' questions both in person and via telephone pertaining to account activity and perform customer research.



Open new personal and business accounts and/or perform maintenance in compliance with established policies and procedures.



Explain bank procedures and requirements, prioritize work to maximize customer service, ability to deal with frequent interruptions and utilize strong problem solving skills.



Support new marketing campaigns and product launches.



Quote rates, terms and fees on bank products and services.



Collect and review all account documentation and assume responsibility for its proper completion.



Perform outbound client contact to establish and build relationships.



Specific qualifications for the position include :



High School Diploma or equivalent required



Preferred candidate should possess 1-2 years of teller experience and 4+ years of New Accounts/Sales Experience



Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct-hire, temp-to-hire, or temporary position, Workway BancForce can help you to put your best foot forward. Contact us today!