Personal Banker SAFE Act, North Broward Area, Officer
Core
Entry-level role assisting in sales execution and customer service to foster client loyalty and increase sales to individual consumer clients.
Role type
entry-level branch 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
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 branch staff on products and programs, educate clients on digital channels and financial solutions, assess risk and ensure regulatory compliance