Personal Banker II- Santa Fe

Allied OneSource, LLC.; Santa Fe (NM); Sur place; USD 28 000 - 34 000; Plein temps

Avantages offerts par ce poste

Product training

Mentorship from leaders

Professional growth opportunities

Résumé du poste

Allied OneSource, LLC. is seeking an experienced personal banker to cover our Santa Fe location. This relationship‑driven role emphasizes tailored financial solutions, professional growth, and mentorship from leaders to advance your career in consumer banking.

You will focus on meaningful conversations and a high‑quality customer experience. Responsibilities include consultative relationship building, loan pipeline management for home equity, auto, and personal loans, and operational excellence

Qualifications

• 1-2+ years of banking experience or experience in the financial sector.
• Strong customer service skills.
• Reliable transportation and a valid driver's license.
• Outgoing personality.
• Good computer skills.
• High School Diploma or GED.

Responsabilités

• Consultative relationship building to identify financial goals and tailor solutions.
• Proactively source and close consumer loans including home equity, auto, and personal loans.
• Master banking transactions, cash drawer management, and documentation to meet standards.
• Meet and exceed key performance metrics while delivering a high-quality customer experience.

Connaissances

Consultative Relationship Building

Loan Pipeline Management

Operational Excellence

Performance Optimization

Formation

High School Diploma or GED

Description du poste

We are looking for an experienced personal banker to cover our Santa Fe Location!Personal Bankers are relationship-driven experts who provide tailored financial solutions to help customers achieve long-term well-being through an unparalleled service experience. This role emphasizes professional growth, offering extensive product training and mentorship from leaders to help you advance your career within consumer banking. By prioritizing meaningful conversations over a 'one-size-fits-all' approach, you play a vital part in meeting both our business objectives and your own professional goals.

Responsibilities

• Consultative Relationship Building: Engaging customers through personalized questions to identify their financial goals and provide tailored product solutions.

• Loan Pipeline Management: Proactively sourcing and closing consumer lending products, including home equity, auto, and personal loans, through networking and cross-selling.

• Operational Excellence: Mastering banking transactions, cash drawer management, and documentation to ensure strict adherence to legal and industry standards.

• Performance Optimization: Consistently meeting and exceeding key performance metrics while managing competing priorities and delivering a high-quality customer experience.

Background

• Strong customer service skills
• 1-2+ years of banking experience or experience in the financial sector
• Reliable transportation and a valid driver's license
• Outgoing personality
• Good computer skills
• High School Diploma or GED

Hourly: $20-$25/ Hour