Banking Sales Pro: Personal Banker and Client Solutions

Peoples Bank; Beachwood (OH); On-site; USD 42,000 - 55,000; Full time

Job summary

Peoples Bank is seeking a Personal Banker in Beachwood, OH to proactively meet customer financial needs through direct sales and referrals while delivering world-class service. The role requires upselling loans, deposits, and related services, with a focus on building lasting client relationships.

You will engage customers in person, via phone, or video and work toward monthly production goals, collaborating with partners for mortgage and retirement solutions as needed.

Qualifications

• High School Diploma or GED required.
• Minimum 1 year of needs-based sales experience.
• Daily reliable transportation required.
• Strong communication and customer service skills.

Responsibilities

• Meet customer financial needs through direct sales and referrals.
• Deliver world-class customer service and build customer relationships.
• Refer clients to partners for mortgage, retirement and other solutions.
• Record calls and activity in Salesforce; achieve branch sales goals.

Skills

Needs-based sales

Customer service

Communication skills

Cross-selling

Team player

Education

High School Diploma or GED

Tools

Windows

Microsoft Office

Salesforce

Job description

Peoples Bank is seeking a Personal Banker in Beachwood, OH to proactively meet customer financial needs through direct sales and referrals while delivering world-class service. The role requires upselling loans, deposits, and related services, with a focus on building lasting client relationships.

You will engage customers in person, via phone, or video and work toward monthly production goals, collaborating with partners for mortgage and retirement solutions as needed.