Mass Affluent Personal Banker

Mass Affluent Personal Banker

Requirements

• High School. Required
• 2-4 years Sales and goal based environment or related, Required
• 1 year of experience as a Branch Banker, Required
• Other Banker Certification within 6 months, Required

Responsibilities

• Recommend bank products to new and existing customers, following the company sales process while accurately following established bank procedures.
• Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
• Open deposit and loan accounts, verify and process changes to existing accounts, answer customer questions and resolve related account problems.
• Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued.
• Develop financial expertise and familiarity with the bank’s products and services to identify client needs, presenting solutions through product benefits, answering questions, completing the sale, and nurturing relationships.
• Grow assets under management by developing new business through proactive sales efforts with both existing clients and new customers.
• Establish good working rapport and creditability with other coworkers.
• Provides guidance to other Banker colleagues to help develop proactive sales activities and act as a subject matter expert to help mentor and guide bankers to provide excellent customer service and identify sales opportunities.
• Attend bank level meetings to provide business sales updates and to identify and communicate sales opportunities.
• Participate in community and business functions/group as needed to ensure a positive image for the bank within their market place.
• Maintain sufficient proficiency and accuracy in Teller operations to perform all teller related transactions while exceeding customer expectations.

Preferred Qualifications

• 3-5 years working in a sales and goals based environment with strong customer service focus, Preferred