GENERAL FUNCTION: Selected candidates will
attend a 6-10 week on-boarding and education program that includes
rotations in Operations and Sales & Service. There will be a
certification at the conclusion of the program to provide selected
candidatestheopportunity to demonstrate skills necessary to
successfully perform a role within the Retail Personal Banker job
ESSENTIAL DUTIES & RESPONSIBILITIES:
. Sales/Goals Function:
o Use the consultative sales process and Financial Needs Assessment
to build a thorough customer profile and identify current and
future financial needs.
o Maintain an in-depth knowledge of Retail consumer and small
business products/services and recommend appropriate solutions
using our value proposition.
o Utilize CAMP and other approved Marketing tools to proactively
reach out to customers and set appointments for periodic financial
o Primarily focused on cross-selling to existing customer base and
engaging in outside sales activities (i.e. Membership Advantage
onsite presentations, business sales calls, community financial
literacy events, etc.) as directed.
o Establish close working relationships with assigned Business
Partners (Mortgage, Small Business, Commercial and Investment),
referring customers when appropriate to provide timely, and
holistic financial solutions.
o Consistently meet/exceed customer experience and individual/team
production goals and enhance year-over-year revenue growth as
measured by the Financial Center P&L.
o Provide guidance to CSRs with respect to the sales and referral
. Customer Service:
o Promote customer satisfaction with a friendly, helpful demeanor
o Act with confidence by answering customer questions and owning
o Maintain a position of trust and responsibility by keeping all
o Follow the Bancorp Code of Business Conduct and Ethics and other
related policies, maintaining ethical behavior at all
. Bank Operations:
o Adhere to established policies and procedures while
opening/servicing the full range of Retail products.
o Participate in the consumer loan and bankcard process, owning
sourced loans from application through closing.
o Participate in the opening/closing process of the Financial
Center or Bank Mart as directed by the Financial Center
o Keep up to date on Retail procedures in place to mitigate
fraudulent activity and unnecessary risk or
SUPERVISORY RESPONSIBILITIES: None.