Personal Banker Associate I - Covington Financial Center (NKY)
Core
A Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households, and deepening existing customer relationships.
Role type
Retail Personal Banker I (Associate)
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales activities, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
experience in the financial industry
Technologies
CAMP, NMLS
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities. Establish close working relationships with assigned Business Partners, referring customers when appropriate. Consistently meet/exceed customer experience and individual/team production goals. Provide guidance to CSRs with respect to the sales and referral process. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
Seniority
Entry-level / Associate