Banking Relationship Manager

2 weeks ago


Hamilton, Waikato, New Zealand First American Bank Full time
About the Role

We are looking for a highly motivated and results-driven individual to join our team as a Personal Banker. As a Personal Banker, you will have the opportunity to work with a dynamic team of professionals who are dedicated to providing exceptional customer service and promoting our retail banking products.

The Personal Banker position requires a unique blend of sales, customer service, and technical skills. You will be responsible for building and maintaining relationships with new and existing customers, identifying their financial needs, and recommending solutions that meet those needs.

Responsibilities:

  1. Sales: Identify customer needs, educate them about our retail banking products, and provide tailored sales presentations.
  2. Service: Manage customer experience, provide high-level customer service, and ensure satisfactory service standards are achieved.
  3. Risk Management: Analyze and identify risks while conducting customer transactions, utilize compliance and fraud training to accurately respond and escalate suspicious activity.

Requirements:

  • Education: High School degree or equivalent required; College degree in business or related field a plus.
  • Experience: Minimum one year of personal banking, customer service, or sales experience required.
  • Skills: Proficient in working with US currency, Microsoft 365 products, and ability to learn new systems and applications.


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