Personal Banker SAFE Act – Bilingual English/Spanish Speaking Preferred – 5th/37th 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 portfolios
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales, customer service, business credit assessment, cross-selling, risk assessment, compliance, coaching, digital channel education
Preferred skills
banking/retail/sales experience, Smart Banking tools knowledge, NMLS registration, bilingual English/Spanish
Technologies
Smart Banking tools, digital channels
Responsibilities
Work with business credit requests < $250K, build referral opportunities via COIs/MGM, deliver client services/outbound/inbound calls, coach tellers and staff, educate clients on service channels, comply with policies and assess risk.