Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services. Actively refers clients for brokerage products to Financial Specialist or the appropriate Financial Consultant. Responsibilities may include consumer loan originating and closing, account opening, safe deposit transactions, and branch opening/closing procedures. Refers other U.S. Bank products to the appropriate areas. Handles complex customer service issues in absence of or as directed by branch manager. Converts service opportunities into sales events.
Qualifications:
Does this describe you? Ability to sell traditional bank products and process transactions Thorough understanding of banking operations, product knowledge, sales, and new business development Excellent customer service/relations and community relations Ability to identify and resolve/escalate problems Strong interpersonal & relationship building skills Previous experience in a financial sales representative oriented role The Ideal Candidate Understands and effectively applies selling and profiling techniques to open, develop, and close sales; creates product interest; actively cross-sells products; actively pursues potential customers. Develops new business with current customers or prospects, participating in call programs. Maintains a good working relationship with customers.
Additional Information:
All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
