Retail Personal Banker Associate Position Available In Davidson, Tennessee
Tallo's Job Summary: Retail Personal Banker Associates participate in a 6-10 week program to gain skills in Operations and Sales & Service. Responsibilities include using a consultative sales approach, cross-selling products, maintaining customer relationships, and adhering to banking policies. This role focuses on meeting customer experience goals and enhancing revenue growth. No supervisory responsibilities are involved.
Job Description
Job Description:
GENERAL FUNCTION
Selected candidates will attend a 6-10 weekon-boarding and education program that includes rotations inOperations and Sales & Service. There will be a certification atthe conclusion of the program to provide selectedcandidatestheopportunity to demonstrate skills necessary tosuccessfully perform a role within the Retail Personal Banker jobfamily.
ESSENTIAL DUTIES & RESPONSIBILITIES
.
Sales/Goals Function:
o Use the consultative sales process and Financial Needs Assessmentto build a thorough customer profile and identify current andfuture 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 Primarily focused on cross-selling to existing customer base andengaging in outside sales activities (i.e. Membership Advantageonsite presentations, business sales calls, community financialliteracy events, etc.) as directed. o Establish close working relationships with assigned BusinessPartners (Mortgage, Small Business, Commercial and Investment),referring customers when appropriate to provide timely, andholistic financial solutions. o Consistently meet/exceed customer experience and individual/teamproduction goals and enhance year-over-year revenue growth asmeasured by the Financial Center P&L. o Provide guidance to CSRs with respect to the sales and referralprocess. .
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 Participate in the opening/closing process of the FinancialCenter or Bank Mart as directed by the Financial CenterManager. o Keep up to date on Retail procedures in place to mitigatefraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES
None.
