Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customer base
This role is designed to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program including rotations in Operations and Sales & Service
Job Summary
This role is designed to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program including rotations in Operations and Sales & Service.
The position focuses on selling a full range of banking products, utilizing the consultative sales process to build thorough customer profiles and identify financial needs.
Employees are expected to maintain ethical behavior, adhere to risk policies, and achieve results by managing risks while driving positive customer experiences.
Matching Summary
This role is designed to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program including rotations in Operations and Sales & Service.
Salary
Base salary reflective of pay grade range; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits programs included
Skills & Requirements
Must-have
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customer base
Knowledge of retail banking products
CAMP marketing tool usage
Nice-to-have
Friendly and helpful demeanor
Strong verbal and written communication
Experience in financial industry preferred
Ability to work with business partners
Proactive outreach to prospective customers
Key Requirements
College degree or transferrable work experience
S.A.F.E. Act registration via NMLS required
Understanding of advanced math functions for credit analysis