Personal Banker Associate 1 - Southport Road

563

Indianapolis, Indiana, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process implementation
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 or prospects

Job Summary

  • This role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects.
  • Selected candidates will complete a 4-8 week on-boarding program including rotations in operations and Sales & Service before certification.
  • The position offers comprehensive benefits and differentiated compensation offerings designed to support employee well-being.

Matching Summary

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

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 implementation
  • Financial needs assessment execution
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer relationship building

Nice-to-have

  • Friendly and helpful demeanor
  • Professional verbal communication skills
  • Community financial literacy event participation
  • Holistic financial solution referrals
  • Confidence in owning customer issues

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
  • Experience in financial industry preferred

Work Rights

Not specified

Tailored Resume

Cover Letter