Personal Banker Associate I - Sandy Springs (atlanta, Ga)

563

Atlanta, Georgia, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process implementation
Financial needs assessment execution
Cross-selling to existing customers
This role focuses on using the consultative sales process to identify and meet the financial needs of customers

Job Summary

  • This role focuses on using the consultative sales process to identify and meet the financial needs of customers.
  • Candidates will participate in a 4-8 week onboarding program including rotations in operations and Sales & Service before certification.
  • The position requires maintaining ethical behavior, adhering to policies, and ensuring actions drive a positive customer experience.

Matching Summary

This role focuses on using the consultative sales process to identify and meet the financial needs of customers.

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 implementation
  • Financial needs assessment execution
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer experience enhancement

Nice-to-have

  • Strong verbal and written communication skills
  • Advanced math functions for financial analysis
  • Professional appearance and demeanor
  • Ability to work in a team environment
  • Proactive outreach and appointment setting

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter