Personal Banker SAFE Act, Bilingual: English/Mandarin Preferred, Flushing 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, risk assessment, compliance adherence, product education, referral generation, coaching
Preferred skills
previous banking/retail/sales experience, knowledge of Smart Banking tools, NMLS registration, bilingual English/Mandarin
Technologies
Smart Banking tools
Responsibilities
assist in business credit requests under $250K, build referral opportunities via COIs and MGM programs, deliver client services via inbound/outbound calls, coach tellers and staff on products, educate clients on digital channels, comply with bank policies and regulations