Personal Banker Associate I - Jacksonville, Fl (st. Johns County)
563
Jacksonville, Florida, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process implementation
Financial needs assessment expertise
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 maintain focus on acquiring new households and deepening relationships with existing customers while adhering to strict risk and compliance policies.
The position includes a 4-8 week onboarding program with rotations in operations and Sales & Service, culminating in a certification to demonstrate necessary skills.
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 programs included
Skills & Requirements
Must-have
Consultative sales process implementation
Financial needs assessment expertise
Cross-selling to existing customers
Risk management and compliance adherence
Customer experience enhancement
Nice-to-have
Strong verbal and written communication skills
Professional appearance and demeanor
Ability to work in a team environment
Proactive approach to business development
Ethical behavior and integrity
Key Requirements
College degree or equivalent transferrable experience
S.A.F.E. Act registration via NMLS required
Understanding of advanced math functions for credit analysis