Personal Banker SAFE Act, South Palm Beach Area, Officer
Core
Entry-level role assisting in sales execution and customer service to foster client loyalty and increase sales for individual consumer clients.
Role type
entry-level consumer banking sales officer
Builds
small business client relationships and consumer product sales
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship management, risk assessment, compliance adherence, product education, referral generation, coaching
Preferred skills
previous banking/retail/sales experience, knowledge of Smart Banking tools, NMLS registration
Technologies
Smart Banking tools
Responsibilities
assist in execution of sales activities, build referral business opportunities, deliver client services via inbound/outbound calls, provide coaching to tellers and branch staff, educate clients on digital channels, assess risk and ensure compliance with policies
Seniority
Entry-level, 0-2 years experience