Banking Client Services Banker
Jobtailor
Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting
Maintain a comprehensive understanding of retail banking products and services
Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities
Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions
Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank
Educate customers on options for managing transactions using technology and all other tools and resources available
Apply product and service knowledge to effectively solve customer problems
Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality
Ensure adherence to banking regulations and internal policies
Requirements NMLS License required
1+ years of previous banking and cash handling
1+ years of lending experience
Demonstrated analytical, accuracy, and problem-solving skills
Strong verbal and written interpersonal communication skills
Ability to uncover and provide solutions to meet customer needs
Must be able to pass a criminal background & credit check
Current Notary Public Certification preferred
Core Competencies Demonstrates expertise in retail banking products and services, with a strong focus on customer relationship management and problem-solving. Proficient in delivering loan products and ensuring compliance with banking regulations.
Highest-signal resume keywords NMLS License
Lending Experience
Cash Handling
Analytical Skills
Interpersonal Communication
Hard Skills Retail Banking Products
Loan Products
Transaction Processing
Cross-Selling
Customer Needs Analysis
Soft Skills Problem-Solving
Verbal Communication
Written Communication
Customer Relationship Management
Certifications & Qualifications NMLS License
Notary Public Certification
Industry Keywords Banking Regulations
Customer Service
Financial Services
Appointment Setting
Tools & Technologies Banking Software
Transaction Management Tools
#J-18808-Ljbffr Jobtailor
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