Relationship Banker: Grow Clients with Tailored Banking

Academy Bank, N.A.; Queen Creek (AZ); Vor Ort; USD 28.000 - 37.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Vision plan

401(k) plan

Disability insurance

Vacation & holidays

Zusammenfassung

Academy Bank, N.A. is seeking a Personal Banker who thrives on building relationships and helping clients achieve financial well-being. You will engage with existing and prospective clients, promote banking solutions, and ensure a smooth account opening experience through accurate service.

This full-time role emphasizes outbound outreach, tailored deposit and lending options, and guidance on digital tools. You will collaborate with branch teammates, meet sales goals, and uphold compliance while

Qualifikationen

• Proven sales and relationship-building skills with ability to identify needs and promote financial solutions.
• Strong client service and communication skills with a focus on delivering an exceptional client experience.
• Ability to achieve sales, referral, and retention goals in a results-driven environment.
• Attention to detail and commitment to accuracy.
• Proficiency with banking systems and digital banking platforms.

Aufgaben

• Develop new business and deepen client relationships through outbound calls and presentations.
• Provide fast, personalized service, resolve issues, and build lasting relationships.
• Meet or exceed sales, referral, and retention goals through effective strategies.
• Identify client financial needs and offer tailored deposit, digital, and lending solutions.
• Educate clients on digital banking tools and self-service channels.
• Open and service accounts, process transactions, and ensure compliance.

Kenntnisse

Sales skills

Relationship building

Client service

Communication

Attention to detail

Banking systems

Digital banking

Time management

Team collaboration

Self-driven work

Ausbildung

High school diploma

GED

Associate degree or higher

NMLS licensing

Notary license

Tools

Office 365

Excel

Copilot

Jobbeschreibung

Academy Bank, N.A. is seeking a Personal Banker who thrives on building relationships and helping clients achieve financial well-being. You will engage with existing and prospective clients, promote banking solutions, and ensure a smooth account opening experience through accurate service.

This full-time role emphasizes outbound outreach, tailored deposit and lending options, and guidance on digital tools. You will collaborate with branch teammates, meet sales goals, and uphold compliance while