Retail Personal Banker I
Location: Lake Worth
Posted on: April 8, 2021
|
|
Job Description:
GENERAL FUNCTION: The Personal Banker I is a
branch position focused on using the consultative sales process to
proactively identify and meet the financial needs of customers or
prospects. The Personal Banker I maintains focus
onacquiringnewhouseholdsand/or deepening existing customer
relationships through a variety of activities, including but not
limited to lobby leadership (Financial Centers) or aisle time (Bank
Marts) and tele-consulting. This role is responsible
forprocessingtellertransactionsas well as working as a member of
the platform staff.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Sales/Goals Function:
o Use the consultative sales process and Financial Needs Assessment
to build a thorough customer profile and identify short and long
term financial needs.
o Maintain an in-depth knowledge of Retail consumer and small
business products/services and recommend appropriate solutions
using our value proposition.
o Utilize CAMP and other approved Marketing tools to proactively
reach out to customers and set appointments for periodic financial
reviews.
o Establish close working relationships with assigned Business
Partners (Mortgage, Business Banking Officers and Investment
Executive), referring customers when appropriate to provide timely,
holistic financial solutions.
o Work with the Financial Center team to consistently meet/exceed
customer experience and production goals and enhance year-over-year
revenue growth as measured by the Financial Center
P&L.
o Provide guidance to Customer Service Representatives with respect
to the sales and service process.
Customer Service:
o Promote customer satisfaction with a friendly, helpful demeanor
and professionalism.
o Act with confidence by answering customer questions and owning
customer issues.
o Maintain a position of trust and responsibility by keeping all
business confidential.
o Follow the Bancorp Code of Business Conduct and Ethics and other
related policies, maintaining ethical behavior at all
times.
Bank Operations:
o Adhere to established policies and procedures while
opening/servicing the full range of Retail products.
o Participate in the consumer loan and bankcard process, owning
sourced loans from application through closing.
o Facilitate opening and/or closing procedures as a member of the
platform staff as necessary.
o Work with the Financial Center Manager and/or Customer Service
Manager, to maintain efficient branch operations.
o Process teller transactions and maintain a personal balancing
record that is in line with policy. (Time spent on the CSR line
will vary between 25%-60%, depending on branch staffing model
and/or need.)
SUPERVISORY RESPONSIBILITIES: None.
Keywords: , Palm Beach , Retail Personal Banker I, PR / Public Relations , Lake Worth, Florida
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other PR / Public Relations JobsCustomer Service Reps Description: International URL company with headquarters in Ft. Lauderdale is looking to expand their Customer Company: Location: Fort Lauderdale Posted on: 04/8/2021 Call Center Manager - Description: Are you looking for a challenging position that will provide you the opportunity to make a difference and build an Operation Center in South Florida br br National Insurance Brokerage Company recently (more...) Company: Location: Deerfield Beach Posted on: 04/8/2021 Acquisition & Conversion Specialist - Opportunity for Growth! Description: Are you seeking a stable company that offers internal growth Are you seeking a competitive salary with generous benefits Company: Location: Jupiter Posted on: 04/8/2021 Account Executive Description: Looking for Account Executive with 3 to 5 year proven sales record. You can right your own salary the base is 35,000 but you can Company: Location: Boca Raton Posted on: 04/8/2021 Retail Personal Banker Associate Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...) Company: Location: Lake Worth Posted on: 04/8/2021 Front-End Mortgage Processor Description: The Front- End Mortgage Loan Processor will be responsible for performing a variety of loan documentation duties on complex loan packages and ensure compliance with policies and procedures for loan products. (more...) Company: Location: Boca Raton Posted on: 04/8/2021 Mortgage Processor - Description: Great Title company looking for a team player who enjoys working with clients office is fast paced but an extremely friendly office. This Company: Location: Deerfield Beach Posted on: 04/8/2021 Front End Underwriters needed in Boca! Description: Front End Underwriters - 27-32/hour - Boca Raton, FL br br Immediate need for experienced Front End Underwriters in the Boca Raton area seeking a great position within a Mortgage organization. (more...) Company: Location: Boca Raton Posted on: 04/8/2021 Underwriter - Description: Dynamic company looking for Underwriters with origination experience. br br ALL of the following for a minimum of 36 months, within the past 5 years br - Review Income Documentation and Calculate (more...) Company: Location: Boca Raton Posted on: 04/8/2021 Customer Service with Counseling Background Description: Great opportunity for someone with a background in customer service and counseling In this role, the individual will be taking calls and helping customers to make Company: Location: Fort Lauderdale Posted on: 04/8/2021 |