Quick overview
Job description
Retail Relationship Banker | Kennewick, WA | Hybrid
We're hiring on behalf of a leading financial institution known for its commitment to empowering customers and communities. This organization fosters a collaborative environment where professionals can make a real impact, offering robust training and opportunities for growth. Join a team dedicated to providing exceptional service and innovative financial solutions.
The Role
- Proactively engage with existing customers and prospects to understand their financial needs through needs-based assessments.
- Provide tailored advice and guidance on a range of financial solutions, including everyday banking, investments, lending, and small business products.
- Assist customers with their transaction needs and guide them on leveraging digital and self-serve banking options.
- Build new relationships within the community by generating appointments and expanding the bank's reach.
- Address customer inquiries and resolve issues, ensuring accurate data entry and compliance with lending policies.
- Contribute to the overall success of a collaborative branch and market team, driving business objectives and enhancing customer experience.
What You'll Need
- 2-3 years of relevant experience in financial services, with a post-secondary degree or equivalent combination of education and experience.
- Proven experience in a consultative customer service or sales role, with a passion for delivering personalized customer experiences.
- Working knowledge of personal and small business customer needs, retail investments, and lending products.
- Proficiency in using social media, mobile devices, and online tools for customer engagement.
- Strong interpersonal, communication, organizational, and problem-solving skills.
- Courage and confidence to approach customers and a readiness to collaborate within a team environment.
What's On Offer
- Competitive salary range with potential for commission structure.
- Comprehensive total compensation package including performance-based incentives and bonuses.
- Access to health insurance, tuition reimbursement, life and accident insurance, and retirement savings plans.
- Opportunities for professional development through in-depth training and coaching.
- A supportive team environment with opportunities to grow and make a significant impact.
Apply via Haystack today!
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