Personal Banker Associate I - Orlando, Fl (westside)

563

Orlando, Florida, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customers
This role focuses on using the consultative sales process to identify and meet the financial needs of customers through lobby leadership and tele-consulting

Job Summary

  • This role focuses on using the consultative sales process to identify and meet the financial needs of customers through lobby leadership and tele-consulting.
  • Candidates will complete a 4-8 week onboarding program including rotations in operations and Sales & Service before becoming a Retail Personal Banker I.
  • The position offers comprehensive benefits and differentiated compensation offerings designed to support employee well-being and career growth.

Matching Summary

This role focuses on using the consultative sales process to identify and meet the financial needs of customers through lobby leadership and tele-consulting.

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 expertise
  • Financial needs assessment skills
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer experience focus

Nice-to-have

  • Experience in financial industry preferred
  • Strong verbal and written communication
  • Ability to work flexible schedules
  • Community engagement participation
  • Team collaboration and leadership

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter