Personal Banker Position Available In Lee, Florida

Job Description:

GENERAL FUNCTION

Retail Personal Banker I isa branch position focused on using the consultative sales processto proactively identify and meet the financial needs of customersor prospects. The Retail Personal Banker 1 maintains focus onacquiringnewhouseholds and/or deepening existing customerrelationships through a variety of activities, including but notlimited to lobby leadership (Financial Centers) or aisle time (BankMarts) and tele-consulting. This role is responsible forprocessingtellertransactions as well as working as a member of theplatform staff.

ESSENTIAL DUTIES & RESPONSIBILITIES

Sales/Goals Function:

. Use the consultative sales process and Financial Needs Assessmentto build a thorough customer profile and identify short and longterm financial needs. . Maintain an in-depth knowledge of Retail consumer and smallbusiness products/services and recommend appropriate solutionsusing our value proposition. . Utilize CAMP and other approved Marketing tools to proactivelyreach out to customers and set appointments for periodic financialreviews. . Establish close working relationships with assigned BusinessPartners (Mortgage, Business Banking Officers and InvestmentExecutive), referring customers when appropriate to provide timely,holistic financial solutions. . Work with the Financial Center team to consistently meet/exceedcustomer experience and production goals and enhance year-over-yearrevenue growth as measured by the Financial CenterP&L. . Provide guidance to Customer Service Representatives with respectto the sales and service process.

Customer Service:

. Promote customer satisfaction with a friendly, helpful demeanorand professionalism. . Act with confidence by answering customer questions and owningcustomer issues. . Maintain a position of trust and responsibility by keeping allbusiness confidential. . Follow the Bancorp Code of Business Conduct and Ethics and otherrelated policies, maintaining ethical behavior at alltimes.

Bank Operations:

. Adhere to established policies and procedures whileopening/servicing the full range of Retail products. . Participate in the consumer loan and bankcard process, owningsourced loans from application through closing. . Facilitate opening and/or closing procedures as a member of theplatform staff as necessary. . Work with the Financial Center Manager and/or Customer ServiceManager, to maintain efficient branch operations. . Process teller transactions and maintain a personal balancingrecord that is in line with policy. (Time spent on the CSR linewill vary between 25%-60%, depending on branch staffing modeland/or need.)

SUPERVISORY RESPONSIBILITIES

None.