Personal Banker SAFE Act, Santa Monica Montana Branch, Officer
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 execution, customer relationship management, risk assessment, compliance adherence, product education, referral generation
Preferred skills
banking/retail/sales experience, Smart Banking tools knowledge, NMLS registration
Technologies
Smart Banking tools
Responsibilities
assist in business credit requests under $250K, build referral opportunities via Centers of Influence, deliver client services via inbound/outbound calls, coach tellers on products, educate clients on digital channels, assess risk and ensure regulatory compliance