Personal Banker Associate I - Madeira

563

Madeira, Ohio, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process application
Financial needs assessment execution
Cross-selling to existing customers
The role focuses on using a consultative sales process to identify and meet the financial needs of customers while acquiring new households

Job Summary

  • The role focuses on using a consultative sales process to identify and meet the financial needs of customers while acquiring new households.
  • Candidates must complete a 4-8 week on-boarding program including rotations in operations and Sales & Service before certification.
  • The position requires maintaining strict ethical standards and following all bank policies to ensure risk mitigation and positive customer experiences.

Matching Summary

The role focuses on using a consultative sales process to identify and meet the financial needs of customers while acquiring new households.

Salary

Base salary reflective of pay grade range; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits programs included.

Skills & Requirements

Must-have

  • Consultative sales process application
  • Financial needs assessment execution
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer experience enhancement

Nice-to-have

  • Friendly and helpful demeanor
  • Strong verbal and written communication
  • Proactive community engagement
  • Confidence in handling customer issues
  • Ethical behavior demonstration

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions
  • Knowledge of retail consumer products
  • Ability to travel for training sessions

Work Rights

Not specified

Tailored Resume

Cover Letter