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
ESSENTIAL DUTIES & RESPONSIBILITIES:
. 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
. 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
. Provide guidance to Customer Service Representatives with respect
to the sales and service process.
. Promote customer satisfaction with a friendly, helpful demeanor
. Act with confidence by answering customer questions and owning
. Maintain a position of trust and responsibility by keeping all
. Follow the Bancorp Code of Business Conduct and Ethics and other
related policies, maintaining ethical behavior at all
. 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
SUPERVISORY RESPONSIBILITIES: None.