Personal Banker I Associate - Chapin

563

Chapin, South Carolina, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process expertise
Financial needs assessment skills
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.
  • Employees are accountable for maintaining ethical behavior, following policies, and ensuring actions drive a positive customer experience.

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; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits included

Skills & Requirements

Must-have

  • Consultative sales process expertise
  • Financial needs assessment skills
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Advanced math functions for credit analysis

Nice-to-have

  • Friendly and helpful demeanor
  • Community financial literacy event participation
  • Holistic financial solutions approach
  • Positive customer experience focus

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter