Retail Personal Banker Associate

Location: Sarasota
Posted on: November 16, 2023

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.

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