Personal Banker Associate I - Mishawaka

563

Mishawaka, Indiana, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process execution
Financial needs assessment skills
Camp marketing tool usage
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 offers comprehensive benefits and differentiated compensation offerings designed to support employee well-being.

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 execution
  • Financial Needs Assessment skills
  • CAMP marketing tool usage
  • Cross-selling to existing customers
  • Risk management and compliance adherence

Nice-to-have

  • Friendly and helpful demeanor
  • Strong verbal and written communication
  • Experience in financial industry preferred
  • Ability to develop customer relationships
  • Confidence in answering customer questions

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