Personal Banker Associate I - Glendale Brand & Milford
Overview
Selected candidates become Retail Personal Banker I after completing a 4-8 week onboarding program. The role focuses on consultative sales to identify and meet customer financial needs while driving revenue growth.
What You'll Do11
- 1Use consultative sales process and Financial Needs Assessment to build customer profiles
- 2Maintain in-depth knowledge of retail products and recommend appropriate solutions
- 3Utilize CAMP and marketing tools to proactively reach out and schedule financial reviews
- 4Cross-sell to existing customers and engage in outside sales activities
- 5Establish relationships with Business Partners to refer customers for holistic solutions
- 6Consistently meet/exceed customer experience goals and enhance revenue growth
- 7Provide guidance to CSRs on sales and referral processes
- 8Promote customer satisfaction with professionalism and friendly demeanor
- 9Answer customer questions and own customer issues confidently
- 10Maintain confidentiality and adhere to bank policies
- 11Participate in consumer loan and bankcard processes from application to closing
Requirements8
- 1College degree or relevant work experience
- 2Experience in financial industry preferred
- 3Ability to analyze credit and financial information using advanced math functions
- 4Professional appearance and strong communication skills
- 5Knowledge of retail policies and procedures
- 6S.A.F.E. Act registration through NMLS
- 7Travel capability for training and scheduling flexibility
- 8Commitment to ethical behavior and customer satisfaction
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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