Personal Banker Associate I - Birmingham/vestavia Hills Area

563

Birmingham, Alabama, 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.
  • The position requires maintaining ethical behavior, following policies to mitigate risk, 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
  • Customer experience focus

Nice-to-have

  • Strong verbal and written communication
  • Friendly and professional demeanor
  • Advanced math functions for analysis
  • Team collaboration and leadership
  • Community engagement activities

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions
  • Knowledge of retail consumer products
  • Ability to travel for training

Work Rights

Not specified

Tailored Resume

Cover Letter