Personal Banker SAFE Act - Morris Park 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
Builds
Sales of treasury and small business products, new client relationships, and deepening existing relationships
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Sales execution, customer service, business credit assessment (<$250K), referral business development, client education, risk assessment, compliance adherence
Preferred skills
Banking/retail/sales experience, Smart Banking tools knowledge, NMLS registration
Technologies
Smart Banking tools
Responsibilities
Assist in execution of sales activities, build referral opportunities via COIs and MGM programs, deliver client services/outbound and inbound calls, provide coaching to tellers and staff, recognize transaction needs and present financial solutions, assess risk and ensure compliance with policies and regulations