Personal Banker SAFE Act, Bilingual: English/Spanish Preferred, Ridgewood Branch
Core
Entry-level role assisting in sales execution and customer service to foster loyalty and increase sales for individual consumer clients.
Role type
Entry-level Personal Banker
Builds
Sales plans and client relationships for small business and consumer clients
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Business credit analysis, cross-selling treasury products, referral business development, client service delivery, risk assessment, compliance adherence, technology leverage
Preferred skills
Banking or retail experience, Smart Banking tools knowledge, NMLS registration
Technologies
Smart Banking tools
Responsibilities
Work with business credit requests under $250K, build referral opportunities via Centers of Influence, deliver client services and outbound/inbound calls, coach branch staff on products, educate clients on digital channels, assess risk and ensure compliance
Seniority
Entry-level, 0-2 years experience
