Personal Banker Associate I- South Charlotte

563

Charlotte, North Carolina, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process application
Financial needs assessment execution
Cross-selling to existing customers
This role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership and tele-consulting

Job Summary

  • This role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership and tele-consulting.
  • Candidates will be responsible for acquiring new households, deepening relationships with existing customers, and meeting individual production goals to drive revenue growth.
  • The position includes comprehensive benefits and differentiated compensation offerings designed to support employee well-being and professional development.

Matching Summary

This role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership and 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 application
  • Financial needs assessment execution
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer experience enhancement

Nice-to-have

  • Friendly and helpful demeanor
  • Professional verbal communication skills
  • Team collaboration and guidance
  • Proactive outreach capabilities
  • Ethical behavior demonstration

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
  • Ability to travel for training sessions

Work Rights

Not specified

Tailored Resume

Cover Letter