SarasotaFLRecruiter Since 2001
the smart solution for Sarasota jobs

Retail Personal Banker Associate

Location: Sarasota
Posted on: April 8, 2021

Job Description:

GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.




ESSENTIAL DUTIES & RESPONSIBILITIES:


. Sales/Goals Function:


o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future 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 Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.


o Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.


o Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.


o Provide guidance to CSRs with respect to the sales and referral 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 Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.


o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.




SUPERVISORY RESPONSIBILITIES: None.


Keywords: , Sarasota , Retail Personal Banker Associate, PR / Public Relations , Sarasota, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Financial Center Manager II
Description: font face Arial GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than 30 million in core deposits and generating more than 700,000 (more...)
Company:
Location: Seffner
Posted on: 04/8/2021

CSR / Teller - Daniels BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Fort Myers
Posted on: 04/8/2021

CSR / Teller - North Port BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: North Port
Posted on: 04/8/2021


CSR / Teller - Full Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Bonita Springs
Posted on: 04/8/2021

Personal Banker - Immokalee & Airport
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Bonita Springs
Posted on: 04/8/2021

Investment Executive
Description: font face Arial GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial (more...)
Company:
Location: Hudson
Posted on: 04/8/2021

Licensed Invest Support Specialist II
Description: font face Arial GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for registered securities representatives e.g., Investment Executives, or Wealth (more...)
Company:
Location: Largo
Posted on: 04/8/2021

Financial Center Manager
Description: font face Arial GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education br / br br / br program that includes rotations in Operations, Sales amp Service, Small (more...)
Company:
Location: Fort Myers
Posted on: 04/8/2021

CSR / Teller - Scott Lake BC - Full Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Lakeland
Posted on: 04/8/2021

Licensed Title Closer - Real Estate
Description: We're a Title Company with offices in Palm Harbor and Tampa looking to add several licensed title closers to our team.
Company:
Location: Palm Harbor
Posted on: 04/8/2021

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Sarasota RSS job feeds