Personal Banker Associate
- Highland, IN
What you'll be doing
- Use the consultative sales process and financial needs assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using value proposition. Utilize camp and other approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities as directed. Establish close working relationships with assigned business partners referring customers when appropriate to provide timely, and holistic financial solutions. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Adhere to established policies and procedures while opening/servicing the full range of retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the financial center or bank mart as directed by the financial center manager. Keep up to date on retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
What your background should be
- Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Required Schooling / Training
- College degree
Who is the client company
- Concern about banking and financial services.
- If you are interested in this position, send your resume to firstname.lastname@example.org