De Novo Personal Banker I - Newnan Crossing
Core
Build a new branch from the ground up by acquiring new households and deepening existing customer relationships through consultative sales, lobby leadership, and tele-consulting.
Role type
Entry-level retail personal banker (new branch opening)
Builds
New retail branch operations and customer acquisition
Domain
Banking / Retail Finance
Required skills
consultative sales, financial needs assessment, cross-selling, relationship building, risk management, consumer loan processing, bankcard process, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions, community event engagement
Technologies
CAMP, NMLS, computer systems
Responsibilities
Use consultative sales process to identify financial needs; maintain knowledge of retail products and recommend solutions; reach out to customers via marketing tools to set appointments; engage in outside sales activities; establish relationships with business partners; meet production goals; provide guidance to CSRs; participate in loan and bankcard processes; assist in branch opening/closing.
Seniority
Entry-level, onboarding required