Personal Banker

CROWN FINANCIAL GROUP
  • Memphis, TN
  • Full-time
3 days ago

Job Description

Benefits:
  • Company parties
  • Competitive salary
  • Opportunity for advancement
  • Training & development

Benefits/Perks
  • Careers Advancement Opportunities 
  • Flexible Scheduling
  • Competitive Compensation 
Job Summary
We are seeking a Personal Banker to join our team. In this role, you will assist our customers in managing their bank accounts and finances. You will develop long-term relationships with clients as well as network to generate new potential business. The ideal candidate has excellent interpersonal skills, uses a customer-oriented approach to solving problems, and has proven experience in banking.
 
Responsibilities 
  • Communicate with clients to discover their bank services needs
  • Assist clients in opening and closing bank accounts
  • Provide resolution for any issues the customer may have with their accounts or banking services
  • Refer clients to other financial experts within the bank when necessary
  • Network and develop relationships with potential clients
  • Educate prospective and existing clients on financial products and services
  • Enter information into banking software
  • Other administrative duties, as necessary
  • Business Development
Qualifications
  • Bachelor’s degree in finance, accounting, or a related field
  • Certification as a CPA or CMA is preferred
  • Previous experience as a Personal Banker is preferred
  • Deep understanding of personal banking regulations
  • Familiarity with Microsoft Excel, databases, and loan processing and banking software
  • Strong customer service and communication skills
  • Ability to perform in a goal-oriented environment
  • Customer-oriented approach to handling problems
  • Strategic planning

Numbers & Facts

LocationMemphis, TN
Job TypeFull-time

Skills

  • Accountingunmatched
  • Administrative Skillsunmatched
  • Bank Managementunmatched
  • Banking Regulationsunmatched
  • Banking Servicesunmatched
  • Business Developmentunmatched
  • Certified Management Accountant (CMA)unmatched
  • Certified Public Accountant (CPA)unmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Financeunmatched
  • Financial Servicesunmatched
  • Interpersonal Skillsunmatched
  • Loan Processingunmatched
  • Microsoft Excelunmatched
  • Problem Solving Skillsunmatched
  • Sales Managementunmatched
  • Sales Prospectingunmatched
  • Strategic Planningunmatched
  • Training/Teachingunmatched

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