Personal Banker I

Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks Achieving your daily key performance metrics while balancing competing priorities Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards Other job duties as assigned Requirements 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 Core Competencies Demonstrates strong customer engagement and sales skills by converting routine service requests into cross-sell opportunities while adhering to industry standards. Capable of managing transactions and maintaining a cash drawer efficiently, with a focus on achieving key performance metrics. Highest-signal resume keywords Customer Engagement Sales Opportunity Creation Key Performance Metrics Achievement NMLS Registration Retail Experience Hard Skills Transaction Management Cash Drawer Management Bank Documentation Completion Product Recommendations Soft Skills Relationship Building Time Management Certifications & Qualifications NMLS Registration Industry Keywords Retail Banking Cross-Selling Client Relationship Management Service Requests #J-18808-Ljbffr Jobtailor