Retail Personal Banker I Position Available In Davidson, Tennessee
Tallo's Job Summary: The Retail Personal Banker I is responsible for proactively identifying and meeting customers' financial needs through consultative sales. Tasks include acquiring new customers, processing transactions, and referring to Business Partners. This role also focuses on customer service, operational tasks, and meeting sales goals. No supervisory responsibilities are involved in this position.
Job Description
Job Description:
GENERAL FUNCTION
The Personal Banker I is a branch positionfocused on using the consultative sales process to proactivelyidentify and meet the financial needs of customers or prospects.
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 Center P&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 all times.
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.
