Base: $41,714.00 - $65,000.00; bonus/equity: may i...
Needs-based financial assessments
Personal and small business lending
Customer relationship management
Delivers exceptional service by identifying customer needs and providing tailored financial solutions to grow loyalty and business
Job Summary
Delivers exceptional service by identifying customer needs and providing tailored financial solutions to grow loyalty and business.
Supports customer transactions and applies risk management to protect the bank’s assets while ensuring compliance with legal and regulatory requirements.
Offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Delivers exceptional service by identifying customer needs and providing tailored financial solutions to grow loyalty and business.
Salary
Base: $41,714.00 - $65,000.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Needs-based financial assessments
Personal and small business lending
Customer relationship management
Risk management framework application
Consultative sales approach
Digital and self-serve banking options
Compliance with lending policies
Nice-to-have
Strong interpersonal skills
Problem solving and analytical skills
Team collaboration and communication
Use of social media and online tools
Resourceful self-starter
Adaptability to varying work schedules
Key Requirements
2-3 years relevant experience
Post-secondary degree or equivalent
Appropriate lending qualifications and designations
Federal registration with Nationwide Mortgage Licensing System
Criminal background and credit history evaluation
Experience in financial services
Compliance with Regulation Z, G, and S.A.F.E. Act
Work Rights
Federal registration and background checks required