
Personal Banking Associate
5 days ago
About this role:
We are looking for a skilled and customer-focused professional to join our team as a Personal Banking Associate. As a key member of our financial services team, you will be responsible for using the consultative sales process to identify and meet the financial needs of customers or prospects.
You will maintain in-depth knowledge of consumer and small business products/services and recommend appropriate solutions using our value proposition. This role requires strong communication skills, a friendly and helpful demeanor, and the ability to work effectively in a team environment.
Key Responsibilities:
- Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
- Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
- Utilize approved marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Act with confidence by answering customer questions and owning customer issues.
Requirements:
- Degree in a related field or equivalent work experience providing transferable skills.
- Experience in the financial industry preferred.
- Able to develop comfort level with sales activities designed to acquire new consumer households and small businesses.
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