Personal Banker SAFE Act - Madison/91st Branch

Responsibilities

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Create referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
• Develop strategies to grow the small business client base and implement appropriate sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
• Coach and guide Tellers and other branch staff on products and special programs, identifying client needs, and providing appropriate referrals
• Identify transaction needs of clients, educate them on all service and digital channels, and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutions

Qualifications

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills