Relationship Banking Advisor

Fmbonline; Lodi, Northern (CA, KY); Híbrido; USD 32 000 - 36 000; Tempo integral

Resumo da oferta

F&M Bank’s Personal Bankers build relationships and provide expert financial advice and great service in Lodi, CA. They open new accounts, originate consumer loan applications, and grow profitable customer relationships while networking with local organizations.

The role requires a strong communicator, self-starter attitude, and knowledge of banking concepts, with ethical standards and commitment to operational excellence.

Qualificações

• Must be experienced in opening complex accounts such as trusts, loan products and retirement accounts.
• Strong communication skills with a customer-focused approach and professionalism.
• Self-starting attitude with ability to develop new business and improve retention.
• Solid knowledge of banking concepts, consumer lending, endorsements, and regulations.
• Commitment to operational excellence and high ethical standards.

Responsabilidades

• Open new accounts and originate consumer loan applications to grow business.
• Build and maintain strong customer relationships and provide financial guidance.
• Represent the bank in the community and pursue referrals and networking opportunities.

Conhecimentos

Customer communication

Self-starter

Sales and retention

Banking concepts knowledge

Ethical standards

Formação académica

High School Diploma or equivalent

AA degree or equivalent

Descrição da oferta de emprego

F&M Bank’s Personal Bankers build relationships and provide expert financial advice and great service in Lodi, CA. They open new accounts, originate consumer loan applications, and grow profitable customer relationships while networking with local organizations.

The role requires a strong communicator, self-starter attitude, and knowledge of banking concepts, with ethical standards and commitment to operational excellence.