Personal Banker Assoc. II - Byrne Glendale/Spring Meadows

General Function

Select candidates are intended to become a Retail Personal Banker II after completing a 9-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 candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.

Responsible For

• Selling a full range of banking products and services to meet existing and prospective customer’s needs
• Building a thorough customer profile and identifying current and future financial needs
• Maintaining an in-depth knowledge of Retail consumer and small business products/services and recommending appropriate solutions using our value proposition
• Utilizing CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
• 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
• Establishing close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions
• Maintaining an in-depth knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions
• Providing guidance to CSRs with respect to the sales and referral process
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