Personal Banker

Ask personalized questions to turn transactions, account maintenance, and routine service requests into cross-sell conversations Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks Achieve daily key performance metrics while balancing competing priorities Learn and perform transactions, cash-drawer management, and bank documentation according to industry and legal standards Build customer relationships and recommend and sell financial products and services Identify customer needs and offer financial solutions 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 Sales-driven approach and ability to leverage coaching and feedback Product knowledge and conversation skills to identify and address customer needs Compelling communication and positive image Problem-solving ability and attention to detail Core Competencies Demonstrates strong sales-driven approach with the ability to identify customer needs and recommend financial products. Proficient in building customer relationships and achieving key performance metrics while adhering to industry standards. Highest-signal resume keywords Sales-Driven Approach Customer Relationship Management Product Knowledge Compelling Communication Problem-Solving Ability ATS Optimization Keywords Hard Skills Transaction Management Cash-Drawer Management Bank Documentation Financial Product Sales Cross-Selling Techniques Soft Skills Attention to Detail Positive Image Coaching and Feedback Utilization Certifications & Qualifications NMLS Registration Industry Keywords Retail Environment Customer Engagement Sales Opportunities Workplace Banking Referral Networks #J-18808-Ljbffr