Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Plantation 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 branch sales banker
Builds
consumer banking products and small business treasury solutions
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship management, cross-selling, risk assessment, compliance adherence, coaching, financial solutions presentation
Preferred skills
bilingual English/Spanish, previous banking/retail/sales experience, knowledge of Smart Banking tools
Technologies
Smart Banking tools
Responsibilities
assist in execution of sales activities, work with business credit requests under $250K, build referral opportunities via Centers of Influence, deliver client services and outbound/inbound calls, coach tellers and branch staff, educate clients on digital channels, assess risk and ensure regulatory compliance