Personal Financial Advisor
Company: Comerica
Location: Grand Rapids
Posted on: April 18, 2024
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Job Description:
Relationship Banker
What we can offer you:
Career Growth - promotional opportunities
Incentive program based on performance
Paid Time Off (PTO), Paid Holidays for Full Time/Part Time
Employees
Health, Dental, Vision, 401k match and Life Insurance
Employee Assistance Program
Tuition Assistance Program (Full Time)
Financial Coaching and Benefit Guidance
Floating Cultural Holiday
Family Focused Benefits (Paid Parental Leave, Adoption Assistance,
Infertility Services)
Retirement Plan
Employee Stock Purchase Plan
The Relationship Banker is responsible for contributing to the
overall success of a Retail Banking Center(s) by committing to
banker-readiness to be viewed as a trusted resource for our
customers. The responsibilities will include conducting marketing
activities to uncover customer needs, provide solutions leading to
revenue growth in loans, deposits, and noninterest income,
delivering a customer centric experience, maintaining disciplined
operational objectives; all while striving for excellence in
execution of the mentioned areas.
This position will support Banking Centers within the District. May
require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
Execute the proactive marketing activities for the attraction,
retention, and expansion of customers.
Complete assigned daily planning activities.
Provide effective customer onboarding and engagement by routinely
strengthening new customer relationships, introducing new and
existing customers to Comerica's product and services, addressing
customer questions, e.g., how-to use products and services and
follows-up on a timely basis.
Act as a digital ambassador to transition customers to digital
solutions.
Initiate quality financial wellness conversations to add value to
customers relationships.
Support consumer portfolio management efforts to retain, expand and
increase the number of portfolio customers in the banking
center.
Assist in community awareness events to increase bank outreach and
foster new business relationships.
Effective utilization of converge for customer relationship
management.
Operational Risk:
Ensure compliance with applicable federal, state, and local laws
and regulations, and Comerica's policies and procedures.
Ensure compliance and completion of necessary compliance related
training.
Impact the operational and risk activities and related results for
the RB role within the Banking Center.
Adhere to all Banking Center Risk Assessment and Compliance
Standards.
Control and mitigate losses by following policies and
procedures.
Customer Experience Management:
Actively engage in Banker Readiness by developing an in-depth
knowledge of consumer and small business products and services.
Lead and oversee banking center activities in the absence of
Banking Manager.
Consistently assess needs and add value to customers and
prospects.
Educate and fulfill customer requests, routine and complex.
Resolve customer complaints.
Maintain and add value to deepen existing relationships.
Impact the customer experience by following defined customer
experience guidelines and other customer experience behaviors and
feedback as needed.
Must successfully complete Comerica Platform Training Program.
Provide remarkable customer service through all customer
interaction, opening new accounts, problem resolution, telephone
answering, safe deposit access, etc.
Perform routine Teller transactions as needed.
Maintain customer confidence and protects bank operations by
keeping information confidential.
Partnership:
Consistently impact the efforts that improve Banking Center
Collaboration.
Identify opportunities to add value to customers by introducing
them to partners.
Position Qualifications:
Associate Degree OR 60 college credits and 1 year of customer
service experience OR High School Diploma/GED and 3 years of
customer service experience.
1 year of consumer/sales experience
1 year of personal computer, systems data entry or internet search
experience
52nd-Kalamazoo
Monday-Thursday 8:30am-5:30pm; Friday 8:30am-6:00pm; Saturday
8:30am-12:30pm
Keywords: Comerica, Grand Rapids , Personal Financial Advisor, Accounting, Auditing , Grand Rapids, Michigan
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