Personal Banker

Personal Banker For Deposit SalesPosition Overview: The Personal Banker for Deposit Sales is responsible for managing inbound and outbound sales in a call center setting or branch setting, while ensuring member service expectations are met.Member Relationship ManagementBuild and maintain strong relationships with members both in-person, over-the-phone and digitallyUnderstand members' financial needs and recommend appropriate banking products and servicesProvide personalized financial advice and solutionsSales & Product KnowledgePromote and cross-sell banking products such as checking/savings accounts, CDs, mortgages, credit cards, and loansProactively reach out to potential and existing customers through outbound callsWork assigned lead lists to generate new business and deepen relationships with current clientsFollow up on warm leads from marketing campaigns, referrals, and branch interactionsStay informed on financial products, policies, and regulatory requirementsMeet or exceed sales and outreach goalsAccount Management & Customer ServiceAssist members with opening and managing accountsResolve member inquiries, issues, and complaints efficientlyProvide guidance on digital banking services and account securityCompliance & Risk ManagementEnsure adherence to banking regulationsMaintain confidentiality of member informationSpot signs of fraudulent activity and escalate concerns appropriatelyOur Ideal CandidateHigh School Diploma or equivalent. Associate degree in business, communication, or related field preferredThree years' proven sales experience in the banking industry. General banking knowledge preferred, specifically related to deposit accounts (checking, savings, certificate of deposits, debit and credit cards)Ability to conduct job related tasks in either a call center setting or within a branch with direct member contactSelf-motivated and goal orientedEnjoys being in a competitive and sales-driven environmentCommitted to achieving success through activity-based effortsExceptional communication skills and has a genuine ability to connect with peopleExcited and eager to contribute to the foundation of our business modelReports ToDeposit Sales ManagerEnvironmental and Physical Activity RequirementsThis job operates in a professional office environment.

This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. The daily responsibilities of this position constantly require effective talking, hearing, walking, finger dexterity, reaching, stooping, and grasping functions. The position also often requires reaching and lifting (up to 25 pounds).

Frequent sitting, standing, and repetitive motion activities are also required. Must be able to read print and computer-based materials and to do so with consistent accuracy. Most of these functions require light physical exertion and are conducted indoors at controlled degrees of temperature.Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.

Duties, responsibilities, and activities may change at any time with or without notice.