Personal Banker Associate I - Denovo (coconut Crossing)

563

Palm Beach Gardens, Florida, US
Base: reflective of pyy grade range across u.s.; b...
Onsite
Consultative sales process expertise
Financial needs assessment skills
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 requires maintaining ethical behavior and following policies to ensure a positive customer experience while driving revenue growth.

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 benefits including physical, financial, emotional and social well-being support

Skills & Requirements

Must-have

  • Consultative sales process expertise
  • Financial needs assessment skills
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • S.A.F.E. Act registration capability

Nice-to-have

  • Experience in the financial industry
  • Strong verbal and written communication
  • Ability to develop customer relationships
  • Friendly and professional demeanor
  • Knowledge of retail consumer products

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter