Personal Banker SAFE Act - Lexington/59th 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 (consumer sales)
Builds
small business client relationships and treasury products
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales, customer service, risk assessment, compliance, coaching, product knowledge, digital channel education
Preferred skills
banking, retail, or sales experience; knowledge of Smart Banking tools
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 tellers and branch staff, educate clients on service channels, comply with bank policies, assess risk and drive regulatory compliance