Personal Banker II - Englewood Financial Center

General Function

Select candidates are intended to become a Retail Personal Banker II after completing a 4-8 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
• Utilizing and promoting the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity
• Accountable for always doing the right thing for customers and colleagues, and ensuring that actions and behaviors drive a positive customer experience
• Achieving results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types

Essential Duties And Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
• Prioritizing 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
• 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
• 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
• Provide guidance to CSRs with respect to the sales and referral process
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