Personal Banker Associate I - Wasson Crossing (new Lebanon, Oh Location)
563
Lebanon, Ohio, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customers
The role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting
Job Summary
The role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting.
Candidates must complete a 4-8 week onboarding program including rotations in operations and Sales & Service before certification.
The position requires maintaining ethical behavior, adhering to policies, and ensuring actions drive a positive customer experience while meeting production goals.
Matching Summary
The role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting.
Salary
Base salary reflective of pay grade range; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits included.
Skills & Requirements
Must-have
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customers
Risk management and compliance adherence
Customer experience focus
Nice-to-have
Strong verbal and written communication
Friendly and professional demeanor
Ability to work in a team environment
Confidence in answering customer questions
Proactive outreach capabilities
Key Requirements
College degree or transferrable work experience
S.A.F.E. Act registration via NMLS
Understanding of advanced math functions for credit analysis