Personal Banker Associate I - North Nashville

563

Nashville, Tennessee, US
Base salary reflective of pyy grade range across u...
Onsite
Consultative sales process
Financial needs assessment
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 with rotations in operations and Sales & Service before becoming a certified Personal Banker I.
  • The position requires maintaining ethical behavior, adhering to risk policies, and driving revenue growth by deepening customer relationships.

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 across U.S.; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits including physical, financial, emotional, and social well-being support.

Skills & Requirements

Must-have

  • Consultative sales process
  • Financial Needs Assessment
  • Cross-selling to existing customers
  • Risk management and compliance
  • Customer experience focus

Nice-to-have

  • Friendly and helpful demeanor
  • Proactive outreach skills
  • Holistic financial solutions approach
  • Community engagement activities

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions for credit analysis
  • Experience in financial industry preferred

Work Rights

Not specified

Tailored Resume

Cover Letter