Demonstrates expertise in consultative sales, financial needs assessment, and customer relationship management within the retail banking sector. Proficient in cross-selling banking products and services while adhering to compliance and risk management standards.

Highest-signal resume keywords

Consultative SalesFinancial Needs AssessmentS.A.F.E. Act RegistrationCustomer Relationship ManagementRetail Banking Knowledge

About the role

Key responsibilities & impact

Complete a 9-week onboarding and education program with Operations and Sales & Service rotations
Complete certification demonstrating skills for the Retail Personal Banker job family
Sell banking products and services, including deposits, loans and fee-based services
Build customer relationships and provide specialized care and service
Use consultative sales and Financial Needs Assessment to identify customer needs
Maintain knowledge of Retail consumer and small business products and recommend solutions
Use CAMP and approved marketing tools to contact customers and set financial review appointments
Cross-sell to existing customers and participate in outside sales activities
Build relationships with Mortgage, Small Business, Commercial and Investment partners and refer customers
Meet customer experience and individual/team production goals and support revenue growth
Guide CSRs on sales and referral processes
Answer customer questions, resolve issues and maintain confidentiality
Follow banking policies, ethics requirements and risk-management procedures
Open and service Retail products and participate in consumer loan and bankcard processes
Participate in Financial Center or Bank Mart opening and closing as directed

Requirements

What you’ll need

College degree or work experience providing transferrable skills, or combination of education and experience
Experience in the financial industry preferred
Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers
Understanding of advanced math functions for analysis of credit and financial information
Professional appearance and verbal/written communication
Ability to develop working knowledge of Retail policies and procedures and exercise sound judgment
S.A.F.E. Act registration required at employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to travel within the affiliate for training
Ability to travel outside the affiliate for classroom training
Scheduling flexibility
Ability to work in a normal office environment with extended computer-screen viewing

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
Employee recognition through Total Rewards

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales TechniquesFinancial AnalysisProduct KnowledgeCross-SellingCustomer ServiceRisk ManagementLoan ProcessingBanking PoliciesMathematical FunctionsConfidentiality Maintenance

Soft Skills

Verbal CommunicationWritten CommunicationProfessional AppearanceJudgmentScheduling Flexibility

Tools & Technologies

CAMPMarketing ToolsComputer Systems

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Retail BankingConsumer LoansSmall Business BankingFinancial ServicesCustomer Experience