Personal Banker Associate I - Blue Ash

563

Blue Ash, Ohio, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process application
Financial needs assessment execution
Cross-selling to existing customers
This role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers

Job Summary

  • This role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers.
  • Candidates will participate in a 4-8 week on-boarding program including rotations in operations and Sales & Service before certification.
  • The position requires maintaining ethical behavior and adhering to policies while driving positive customer experiences and revenue growth.

Matching Summary

This role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers.

Salary

Base salary reflective of pay grade range; Individual salaries vary based on factors; Comprehensive benefits included

Skills & Requirements

Must-have

  • Consultative sales process application
  • Financial Needs Assessment execution
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer experience enhancement

Nice-to-have

  • Friendly and helpful demeanor
  • Confident communication skills
  • Proactive community engagement
  • Holistic financial solution delivery

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions
  • Experience in financial industry preferred

Work Rights

Not specified

Tailored Resume

Cover Letter