Personal Banker I- Mount Pleasant, Sc

563

Mount Pleasant, SC, US
Base: reflective of pyy grade range across u.s.; b...
Onsite
Consultative sales process application
Financial needs assessment execution
Cross-selling to existing customers
This role focuses on using a consultative sales process to proactively identify and meet the financial needs of customers or prospects

Job Summary

  • This 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 offers comprehensive benefits and differentiated compensation offerings designed to support employee well-being.

Matching Summary

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

Salary

Base: Reflective of pay grade range across U.S.; Bonus/Equity: Not specified; Benefits: Comprehensive physical, financial, emotional and social well-being programs

Skills & Requirements

Must-have

  • Consultative sales process application
  • Financial needs assessment execution
  • Cross-selling to existing customers
  • Risk management and policy adherence
  • S.A.F.E. Act registration requirement

Nice-to-have

  • Strong verbal and written communication
  • Advanced math function analysis skills
  • Friendly and professional demeanor
  • Experience in financial industry preferred
  • Ability to work flexible schedules

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions
  • Knowledge of retail policies and procedures

Work Rights

Not specified

Tailored Resume

Cover Letter