Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service
Job Summary
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service.
The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
Matching Summary
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service.
Skills & Requirements
Must-have
Consultative sales process
Financial Needs Assessment
Proactively reach out to customers
Cross-selling to existing customer base
Process teller transactions
Mitigate fraudulent activity
Nice-to-have
Engaging and inclusive culture
Drive a positive customer experience
Openly exchanging ideas and opinions
Holistic financial solutions
Key Requirements
College degree or work experience
Experience in the financial industry preferred
Demonstrated ability to develop comfort with sales activities
Ability to demonstrate understanding of advanced math functions