Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Position Summary:
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
First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ can apply to our company for employment opportunities.
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
Schedule:
Experience:
Work Location: In person
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