Personal Banker

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations
• Creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation

• HS Diploma or equivalent
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• Reliable transportation and ability to work branch hours, including weekends and some evenings
• Ability to obtain NMLS registration within 90 days

Demonstrates strong customer engagement and sales skills through personalized interactions and product recommendations. Capable of achieving performance metrics while managing multiple priorities in a retail banking environment.

• Customer Engagement
• Sales Conversion
• NMLS Registration
• Retail Banking Experience
• Performance Metrics Achievement

• Transaction Management
• Cash Drawer Management
• Bank Documentation Completion
• Product Recommendations

• Communication
• Interpersonal Skills
• Time Management

• HS Diploma or Equivalent
• NMLS Registration

• Workplace Banking
• Cross-Selling
• Referral Networks