Personal Banker Associate I - Georgetown (indianapolis, In)

563

Indianapolis, Indiana, US
Base salary reflective of pyy grade range across u...
Onsite
Consultative sales process implementation
Financial needs assessment execution
Cross-selling to existing customers
The role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects

Job Summary

  • The 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 physical, financial, emotional, and social well-being.

Matching Summary

The 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 across U.S.; Individual salaries vary based on role, 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 policy adherence
  • Customer experience enhancement

Nice-to-have

  • Friendly and helpful demeanor
  • Proactive community engagement
  • Holistic financial solution referrals
  • Confident issue ownership
  • Ethical behavior demonstration

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
  • Ability to travel for training sessions

Work Rights

Not specified

Tailored Resume

Cover Letter