Personal Banker: Build Relationships & Help Clients Grow

First Fidelity Bank; Mesa (AZ); Sur place; USD 38 000 - 52 000; Plein temps

Résumé du poste

The Personal Banker at First Fidelity Bank in Mesa, AZ will build meaningful relationships with new and existing clients, delivering exceptional service and guidance toward financial goals. You will resolve client issues, identify needs, and refer to other bank lines of business to add value and convenience.

Key duties include proactive client engagement, presenting banking options, and partnering with colleagues to provide accurate, timely service while maintaining high integrity and a

Qualifications

• A minimum of six months’ work experience providing customer service support or cash handling experience in the financial services, retail sales or other goal-oriented environment.
• Previous teller and sales experience preferred.
• Proficient knowledge of bank products and services.

Responsabilités

• Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels.
• Provides options to clients about banking ways to be beneficial, easy and convenient, while ensuring the needs of the client always come first.
• Balances drawer and maintains accurate cash handling and settlement procedures.
• Exhibits professional behavior and supports the Bank’s mission and core values.

Connaissances

Customer service

Cash handling

Banking products

Sales skills

Interpersonal skills

Communication

Organizational skills

Formation

High school diploma or equivalent

Some college

Outils

Bank software

Branch capture equipment

Description du poste

The Personal Banker at First Fidelity Bank in Mesa, AZ will build meaningful relationships with new and existing clients, delivering exceptional service and guidance toward financial goals. You will resolve client issues, identify needs, and refer to other bank lines of business to add value and convenience.

Key duties include proactive client engagement, presenting banking options, and partnering with colleagues to provide accurate, timely service while maintaining high integrity and a