Client Relationship Banker

Bank of Ann Arbor; Ann Arbor (MI); Vor Ort; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

Bank of Ann Arbor is seeking a Customer Banking Specialist focused on developing long-term client relationships and expanding banking activity at the Downtown Ann Arbor branch, with occasional coverage at other Washtenaw County branches. You will address client needs in person and by phone, recommending products or referring to internal partners.

The role emphasizes opening accounts, processing deposits, and handling loan applications while delivering superior service and maintaining accurate

Qualifikationen

• Three years of experience as a new accounts representative or similar banking role.
• Sales-oriented with ability to identify customer needs and suggest banking products.
• Proficient with computers and basic bank systems.
• Excellent customer service and communication abilities for in-person and phone interactions.

Aufgaben

• Develops a full customer banking relationship by consulting with customers to review and expand their banking relationships.
• Provides superior customer service by welcoming clients and assisting with banking products and services.
• Opens personal and business deposit accounts (checking, savings, IRA, CDs, money market).
• Accepts loan applications for lines of credit and other products.
• Collects identification and inputs data into bank systems.
• Orders checks and issues ATM/VISA cards per procedure.
• Handles customer transactions and supports teller staff as needed.
• Assumes additional responsibilities as required.

Kenntnisse

Sales orientation

Customer service

Communication skills

Computer skills

Relationship building

Ausbildung

Associate’s degree or equivalent

Jobbeschreibung

Bank of Ann Arbor is seeking a Customer Banking Specialist focused on developing long-term client relationships and expanding banking activity at the Downtown Ann Arbor branch, with occasional coverage at other Washtenaw County branches. You will address client needs in person and by phone, recommending products or referring to internal partners.

The role emphasizes opening accounts, processing deposits, and handling loan applications while delivering superior service and maintaining accurate