Retail Personal Banker I- Keystone Banking Center
Location: Indianapolis
Posted on: January 15, 2021
|
|
Job Description:
GENERAL FUNCTION: The Personal Banker I is a
branch position focused on using the consultative sales process to
proactively identify and meet the financial needs of customers or
prospects. The Personal Banker I maintains focus
onacquiringnewhouseholdsand/or deepening existing customer
relationships through a variety of activities, including but not
limited to lobby leadership (Financial Centers) or aisle time (Bank
Marts) and tele-consulting. This role is responsible
forprocessingtellertransactionsas well as working as a member of
the platform staff.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Sales/Goals Function:
o Use the consultative sales process and Financial Needs Assessment
to build a thorough customer profile and identify short and long
term financial needs.
o Maintain an in-depth knowledge of Retail consumer and small
business products/services and recommend appropriate solutions
using our value proposition.
o Utilize CAMP and other approved Marketing tools to proactively
reach out to customers and set appointments for periodic financial
reviews.
o Establish close working relationships with assigned Business
Partners (Mortgage, Business Banking Officers and Investment
Executive), referring customers when appropriate to provide timely,
holistic financial solutions.
o Work with the Financial Center team to consistently meet/exceed
customer experience and production goals and enhance year-over-year
revenue growth as measured by the Financial Center
P&L.
o Provide guidance to Customer Service Representatives with respect
to the sales and service process.
Customer Service:
o Promote customer satisfaction with a friendly, helpful demeanor
and professionalism.
o Act with confidence by answering customer questions and owning
customer issues.
o Maintain a position of trust and responsibility by keeping all
business confidential.
o Follow the Bancorp Code of Business Conduct and Ethics and other
related policies, maintaining ethical behavior at all
times.
Bank Operations:
o Adhere to established policies and procedures while
opening/servicing the full range of Retail products.
o Participate in the consumer loan and bankcard process, owning
sourced loans from application through closing.
o Facilitate opening and/or closing procedures as a member of the
platform staff as necessary.
o Work with the Financial Center Manager and/or Customer Service
Manager, to maintain efficient branch operations.
o Process teller transactions and maintain a personal balancing
record that is in line with policy. (Time spent on the CSR line
will vary between 25%-60%, depending on branch staffing model
and/or need.)
SUPERVISORY RESPONSIBILITIES: None.
Keywords: , Indianapolis , Retail Personal Banker I- Keystone Banking Center, PR / Public Relations , Indianapolis, Indiana
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other PR / Public Relations JobsFinancial Center Manager Associate Description: font face Arial GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education br / br program that includes rotations in Operations, Sales amp Service, Small Business (more...) Company: Location: Indianapolis Posted on: 01/15/2021 Retail Personal Banker I- Keystone Banking Center Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...) Company: Location: Indianapolis Posted on: 01/15/2021 Emerging Markets MLO-Georgetown Rd. Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives (more...) Company: Location: Indianapolis Posted on: 01/15/2021 Lead CSR / Teller - The Precedent BC - Full Time Description: font face Arial br p font face Arial Lead Customer Service Representative ndash Bank Customer Service Rep /font /p br p font face Arial Job Description br / br If you are a dynamic (more...) Company: Location: Indianapolis Posted on: 01/15/2021 Wealth Management Advisor Description: font face Arial GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve (more...) Company: Location: Indianapolis Posted on: 01/15/2021 Marketing Manager Description: font face Arial GENERAL FUNCTION: Develop and implement strategic marketing and advertising programs for the assigned division or line of business. Oversee all aspects of these Company: Location: Cincinnati Posted on: 01/15/2021 Compliance Officer II-FLRB (Retail Small Business) Description: font face Arial br div style MARGIN: 0in 0in 10pt span span style FONT: 7pt quot Times New Roman quot font size 3 face Arial strong Compliance Officer II-FLRB Retail Small Business (more...) Company: Location: Cincinnati Posted on: 01/15/2021 Investment Executive Description: font face Arial GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial (more...) Company: Location: Indianapolis Posted on: 01/15/2021 Commercial Line of Business Manager II Description: font face Arial GENERAL FUNCTION: Manage Sales Team Leads to ensure department advances the Company''s ability to excel in Commercial Banking results. Typically utilized in large affiliates. Commercial (more...) Company: Location: Indianapolis Posted on: 01/15/2021 Commercial RM III Description: font face Arial GENERAL FUNCTION: Under minimal supervision, responsible for managing the bank''s relationship with an extensive existing portfolio of bank customers with a large financial base and (more...) Company: Location: Indianapolis Posted on: 01/15/2021 |