Personal Banker Associate I - Gainesville, Fl

563

Gainesville, FL, 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 serves as a sales position focused on developing relationships and promoting deposits, loans, and fee-based services to meet customer needs

Job Summary

  • This role serves as a sales position focused on developing relationships and promoting deposits, loans, and fee-based services to meet customer needs.
  • Candidates will undergo a 4-8 week onboarding program with rotations in Operations and Sales & Service before becoming Retail Personal Banker II.
  • The position requires maintaining ethical behavior, protecting customer confidentiality, and actively mitigating fraudulent activity while driving revenue growth.

Matching Summary

This role serves as a sales position focused on developing relationships and promoting deposits, loans, and fee-based services to meet customer needs.

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
  • Advanced math for credit analysis

Nice-to-have

  • Friendly and helpful demeanor
  • Community financial literacy engagement
  • Holistic financial solution referrals
  • Team collaboration and guidance
  • Proactive marketing tool utilization

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions
  • Experience in financial industry preferred

Work Rights

Not specified

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