Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Arthur Godfrey Branch, Officer
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 consumer sales banker
Builds
small business client relationships and consumer product sales
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship building, risk assessment, compliance adherence, product education, referral generation, coaching
Preferred skills
bilingual English/Spanish, previous banking/retail/sales experience, knowledge of Smart Banking tools
Technologies
Smart Banking tools
Responsibilities
assist in execution of sales activities, work with business credit requests under $250K, build referral opportunities via COIs and MGM programs, deliver client services and calls to acquire and deepen relationships, provide coaching to tellers and staff, educate clients on digital channels and products, assess risk and ensure compliance with policies
Seniority
Entry-level, 0-2 years experience