Relationship Banker - Cable Rd - Lima, OH
- Delivers an exceptional customer experience by acting with a customer-first attitude
- Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Influences, educates, and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- High school degree, GED, or foreign equivalent
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
- Ability to work branch hours including weekends and some evenings
- College degree or military equivalent
- Professional, thorough, and organized with strong follow-up skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies, procedures, and regulatory banking requirements
Recommended Jobs
Associate Veterinarian
Job Description Job Description Company Description For more than 40 years, Oakview Veterinary Hospital has been caring for pets in Miami and Shelby counties and the surrounding Dayton area…
Bucket Foreperson : Marysville, OH
Job Description Job Description The Foreperson coordinates crew members, equipment, tools, and supplies in order to complete all jobs according to contract specifications. Essential Functions …
Administrator
J oin PACS: Elevate Healthcare with Us! PACS is elevating healthcare by r evolutionizing our approach to leadership and quality care. Guided by our core values of love, excellence, trust, account…
Jr. Maintenance Technician
Are you looking for a career opportunity with an amazing company? Nesco Resource is looking for a Jr. Maintenance Technician in the Avon, OH area. The Jr. Maintenance Technician plays a key role in …
Project Engineer (Traveling)
Job Description Job Description Salary: ROLE SUMMARY The Project Engineer (Traveling role) will learn Welty processes and tools and develop professional skills while assisting from the esti…
PRODUCE/CLERK
Job Description Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist the depar…
Night-Shift Superintendent
Night-Shift Superintendent – Commercial Construction Columbus, OH | Mid-Sized GC | Long-Term Growth Potential Make sure to read the full description below, and please apply immediately if you a…
Bath Remodel Installer
Bath Remodel Installer – Join Our Team! Location: Toledo, OH (and surrounding areas) Are you a skilled bathroom remodeler who takes pride in quality work and great customer service? Infinity Pre…
Case Manager
Job Description Job Description Salary: $20.00-$25.00 Case Manager Job Description Our Mission: The Black Mental Health Corporation strives to provide excellent, quality mental healt…
Sr. Machining Engineer
Sr. Machining Engineer Findlay, Ohio Why is this the right opportunity, right now? Financial Security & Growth : Enjoy a competitive salary with an annual bonus potential. A comprehensive, a…