Personal Banker SAFE Act - Montague Street 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 consumer product sales
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales, customer service, business credit assessment, risk assessment, compliance, coaching, 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 less than $250K; Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program; Assist in strategies to grow the small business client; Deliver client services/outbound calls/inbound calls to acquire new relationships; Provide Tellers and other branch staff with coaching and guidance on products; Recognize transaction needs of clients and present product offers/financial solutions