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Retail Personal Banker Associate

Location: Toledo
Posted on: February 25, 2021

Job Description:

GENERAL FUNCTION: Selected candidates will attend a 6-10 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 candidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.








ESSENTIAL DUTIES & RESPONSIBILITIES:




. Sales/Goals Function:




o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.




o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.




o Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.




o Primarily focused on 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.




o 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.




o 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.




o Provide guidance to CSRs with respect to the sales and referral process.




. Customer Service:




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




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




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




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




. Bank Operations:




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




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




o Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.




o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.








SUPERVISORY RESPONSIBILITIES: None.




Keywords: , Toledo , Retail Personal Banker Associate, PR / Public Relations , Toledo, Ohio

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