Personal Banker Associate I - Tattersall (birmingham, Al)

563

Birmingham, Alabama, US
Base: reflective of pyy grade range across u.s.; b...
Onsite
Consultative sales process implementation
Financial needs assessment expertise
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 adhering to policies while driving positive customer experiences and 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 and differentiated compensation offerings

Skills & Requirements

Must-have

  • Consultative sales process implementation
  • Financial needs assessment expertise
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer relationship building

Nice-to-have

  • Friendly and helpful demeanor
  • Professional verbal communication skills
  • Community engagement participation
  • Holistic financial solution delivery

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter