Personal Banker SAFE Act - Bilingual English/Spanish Preferred - Jerome Avenue 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 relationship management, cross-selling, risk assessment, compliance adherence, coaching, product education, technology leverage
Preferred skills
Bilingual English/Spanish, previous banking/retail/sales experience, knowledge of Smart Banking tools
Technologies
Smart Banking tools
Responsibilities
Work with 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 and programs, educate clients on service channels and present financial solutions
Seniority
Entry-level, 0-2 years experience