Personal Banker

Position Overview

The Personal Banker for Deposit Sales is responsible for managing inbound and outbound sales in a call center setting or branch setting, while ensuring member service expectations are met.

Requirements

• Member Relationship Management: Build and maintain strong relationships with members both in-person, over-the-phone and digitally. Understand members’ financial needs and recommend appropriate banking products and services. Provide personalized financial advice and solutions.
• Sales & Product Knowledge: Promote and cross-sell banking products such as checking/savings accounts, CDs, mortgages, credit cards, and loans. Proactively reach out to potential and existing customers through outbound calls. Work assigned lead lists to generate new business and deepen relationships with current clients. Follow up on warm leads from marketing campaigns, referrals, and branch interactions. Stay informed on financial products, policies, and regulatory requirements. Meet or exceed sales and outreach goals.
• Account Management & Customer Service: Assist members with opening and managing accounts. Resolve member inquiries, issues, and complaints efficiently. Provide guidance on digital banking services and account security.
• Compliance & Risk Management: Ensure adherence to banking regulations. Maintain confidentiality of member information. Spot signs of fraudulent activity and escalate concerns appropriately.

Our Ideal Candidate

• High School Diploma or equivalent.
• Associate degree in business, communication, or related field preferred.
• Three years’ proven sales experience in the banking industry. General banking knowledge preferred, specifically related to deposit accounts (checking, savings, certificate of deposits, debit and credit cards).
• Ability to conduct job related tasks in either a call center setting or within a branch with direct member contact.
• Self-motivated and goal oriented.
• Enjoys being in a competitive and sales-driven environment.
• Committed to achieving success through activity-based efforts.
• Exceptional communication skills and has a genuine ability to connect with people.
• Excited and eager to contribute to the foundation of our business model.

Reports to

Deposit Sales Manager

Environmental And Physical Activity Requirements

• This job operates in a professional office environment.
• The daily responsibilities of this position constantly require effective talking, hearing, walking, finger dexterity, reaching, stooping, and grasping functions.
• Frequent sitting, standing, and repetitive motion activities are also required.
• Must be able to read print and computer-based materials and to do so with consistent accuracy.
• Most of these functions require light physical exertion and are conducted indoors at controlled degrees of temperature.