Personal Banker SAFE Act (Bilingual: English/Spanish Speaking Preferred) - Mid Island 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 branch sales associate
Builds
Small business client relationships and consumer product adoption
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Sales execution, customer relationship building, cross-selling, risk assessment, compliance adherence, coaching, financial solutions presentation
Preferred skills
Banking, retail, or sales experience, Smart Banking tools knowledge, NMLS registration
Technologies
Smart Banking tools
Responsibilities
Execute sales activities for business credit requests under $250K, build referral opportunities via Centers of Influence, deliver client services via inbound/outbound calls, coach tellers and branch staff on products and programs, educate clients on digital channels and present financial solutions, assess risk and ensure compliance with laws and policies