Personal Banker

Location: Bonita Springs
Posted on: January 14, 2020

Job Description:

GENERAL FUNCTION: Retail Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Retail Personal Banker 1 maintains focus on acquiringnewhouseholds and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processingtellertransactions as well as working as a member of the platform staff.





ESSENTIAL DUTIES & RESPONSIBILITIES:





Sales/Goals Function:


. Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term 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.


. Establish close working relationships with assigned Business Partners (Mortgage, Business Banking Officers and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions.


. Work with the Financial Center team to consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.


. Provide guidance to Customer Service Representatives with respect to the sales and service process.





Customer Service:


. Promote customer satisfaction with a friendly, helpful demeanor and professionalism.


. Act with confidence by answering customer questions and owning customer issues.


. Maintain a position of trust and responsibility by keeping all business confidential.


. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.





Bank Operations:


. Adhere to established policies and procedures while opening/servicing the full range of Retail products.


. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.


. Facilitate opening and/or closing procedures as a member of the platform staff as necessary.


. Work with the Financial Center Manager and/or Customer Service Manager, to maintain efficient branch operations.


. Process teller transactions and maintain a personal balancing record that is in line with policy. (Time spent on the CSR line will vary between 25%-60%, depending on branch staffing model and/or need.)





SUPERVISORY RESPONSIBILITIES: None.

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