Personal Banker SAFE Act, Jackson Heights/74th Street Branch
Based in United States
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 branch sales associate
Builds
small business client relationships and treasury products
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales, customer service, business credit assessment, cross-selling, coaching, risk assessment, compliance
Preferred skills
banking, retail, or sales experience; knowledge of Smart Banking tools
Technologies
Smart Banking tools
Responsibilities
assist in execution of sales activities, build referral business opportunities, deliver client services via inbound/outbound calls, provide coaching to tellers and staff, educate clients on digital channels, assess risk and ensure compliance
Seniority
Entry-level, 0-2 years experience