About this role
Role Overview
- Build relationships by proactively calling existing and potential customers
- Engage them via multiple channels including by phone, email, chat or virtually
- Provide the best possible counsel while adapting a digital first mindset
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Demonstrate and educate clients on available deposit and loan products and services
- Recommend solutions based on each customer’s unique goals and needs
Requirements
- High school diploma or equivalent
- Four to five or more years job related, retail banking experience or a combination of experience and commensurate training
- Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law