Retail Personal Banker I - Waverly (SPANISH SPEAKING PREFERRED)
Core
A retail banking role focused on using consultative sales to acquire new households and deepen relationships with existing customers through lobby leadership, aisle time, and tele-consulting.
Role type
Retail Personal Banker I
Builds
Retail consumer and small business products/services
Domain
Banking / Financial Services
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
financial industry experience, Spanish language
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs, recommend appropriate retail products, cross-sell to existing customers, participate in consumer loan and bankcard process, open/close Financial Center or Bank Mart, provide guidance to CSRs on sales and referral process
Seniority
Entry-level, individual contributor