Personal Banker

Primepoint, LLC; Lawrence Township (MI); On-site; USD 35,000 - 55,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen engagierten Personal Banker, der für die Bereitstellung eines außergewöhnlichen Kundenerlebnisses verantwortlich ist. In dieser Schlüsselrolle sind Sie dafür zuständig, Kundenbedürfnisse zu erkennen und passende Banklösungen anzubieten. Sie werden aktiv Bankprodukte verkaufen und gleichzeitig exzellenten Kundenservice bieten. Diese Position erfordert starke Verkaufsfähigkeiten und die Fähigkeit, Kundenbeziehungen aufzubauen und zu pflegen. Wenn Sie eine Leidenschaft für den Kundenservice und den Finanzsektor haben, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Zwei oder mehr Jahre Erfahrung in der Finanzdienstleistungsbranche.
• Grundkenntnisse der Einzelhandelsproduktphilosophie und -verfahren.

Responsibilities

• Angebot und Verkauf von Bankprodukten an Verbraucher und kleine Unternehmen.
• Betrieb eines Schalterfensters zur Unterstützung der Kundenbedürfnisse.

Skills

Kundenservice

Verkaufskompetenz

Interpersonelle Fähigkeiten

Verbal- und schriftliche Kommunikationsfähigkeiten

Education

High School Diploma/GED

Job description

The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals.

Duties & Responsibilities:

1. Personal Bankers are responsible for offering and selling bank products and services to both consumer and small business customers. Including, but not limited to: Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only business relationship customers with non-lending needs.

2. Operates a teller window regularly to meet the needs of the branch clientele.

3. Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products and/or services to customers and actively participates in referral opportunities.

4. Effectively use sales skills such as: effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, asking for the business.

5. Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship.

6. Actively engage with valued customer relationships to promote growth and retention.

7. Maintains confidentiality in handling customer and bank information.

8. Follows security policies and procedures to prevent bank and customer losses.

9. Resolves customer complaints and escalates appropriately.

10. Maintains a detailed level of knowledge on retail products and services.

11. Works collaboratively with the branch team to achieve customer sales and service objectives.

Qualifications

• High school diploma/GED
• Two or more years of related experience in Financial Services industry
• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Effective selling and referral skills
• Strong verbal and written communication skills
• Ability to work a schedule that includes Saturdays

First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities.