Personal Banker Associate I - Coral Springs Denovo

563

Coral Springs, Florida, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process experience
Financial needs assessment skills
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 on-boarding program with rotations in operations and Sales & Service before becoming a Retail Personal Banker I.
  • The position requires maintaining ethical behavior, adhering to risk policies, and driving revenue growth by acquiring new households and deepening 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; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits included.

Skills & Requirements

Must-have

  • Consultative sales process experience
  • Financial needs assessment skills
  • Cross-selling to existing customers
  • Knowledge of retail consumer products
  • Advanced math functions for credit analysis

Nice-to-have

  • Friendly and helpful demeanor
  • Proactive community engagement
  • Holistic financial solution approach
  • Strong verbal and written communication

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS required
  • Experience in financial industry preferred
  • Ability to travel for training sessions

Work Rights

Not specified

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