Personal Banker

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships Identify customer needs and recommend and sell financial products and services Call leads to create sales opportunities Visit businesses to offer workplace banking Develop referral networks Achieve daily key performance metrics while balancing competing priorities Process transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards Perform other duties as assigned Requirements High school 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 Ability to work branch hours, including weekends and some evenings Ability to obtain NMLS registration within 90 days Ability to thrive in a high-energy, sales-driven team Ability to use product knowledge and conversation skills to identify customer needs Compelling communication and positive professional image Problem-solving ability Attention to detail when completing documents or explaining features and benefits Core Competencies Demonstrates strong sales acumen through personalized customer engagement and product recommendations, while maintaining compliance with industry standards. Excels in a fast-paced, team-oriented environment, leveraging problem-solving skills and attention to detail. Highest-signal resume keywords Sales Experience Customer Engagement NMLS Registration Product Knowledge Communication Skills ATS Optimization Keywords Hard Skills Transaction Processing Cash Management Bank Documentation Product Recommendations Sales Metrics Achievement Soft Skills Problem-Solving Attention to Detail Positive Professional Image Certifications & Qualifications NMLS Registration Industry Keywords Retail Banking Cross-Selling Client Relationship Management Referral Networks Workplace Banking #J-18808-Ljbffr Jobtailor