Retail Personal Banker I Position Available In Sarasota, Florida

Job Description:

GENERAL FUNCTION

The Personal Banker I is abranch position focused on using the consultative sales process toproactively identify and meet the financial needs of customers orprospects. The Personal Banker I maintains focusonacquiringnewhouseholdsand/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 responsibleforprocessingtellertransactionsas well as working as a member ofthe platform staff.

ESSENTIAL DUTIES & RESPONSIBILITIES

Sales/Goals Function:

o Use the consultative sales process and Financial Needs Assessmentto build a thorough customer profile and identify short and longterm financial needs. o Maintain an in-depth knowledge of Retail consumer and smallbusiness products/services and recommend appropriate solutionsusing our value proposition. o Utilize CAMP and other approved Marketing tools to proactivelyreach out to customers and set appointments for periodic financialreviews. o Establish close working relationships with assigned BusinessPartners (Mortgage, Business Banking Officers and InvestmentExecutive), referring customers when appropriate to provide timely,holistic financial solutions. o 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. o Provide guidance to Customer Service Representatives with respectto the sales and service process.

Customer Service:

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

Bank Operations:

o Adhere to established policies and procedures whileopening/servicing the full range of Retail products. o Participate in the consumer loan and bankcard process, owningsourced loans from application through closing. o Facilitate opening and/or closing procedures as a member of theplatform staff as necessary. o Work with the Financial Center Manager and/or Customer ServiceManager, to maintain efficient branch operations. o 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.