ColumbusRecruiter
the smart solution for Columbus jobs

Retail Personal Banker I

Location: Columbus
Posted on: March 18, 2019

Job Description:

GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus onacquiringnewhouseholdsand/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible forprocessingtellertransactionsas well as working as a member of the platform staff.











ESSENTIAL DUTIES & RESPONSIBILITIES:











Sales/Goals Function:





o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term 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 reviews.





o Establish close working relationships with assigned Business Partners (Mortgage, Business Banking Officers and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions.





o Work with the Financial Center team to consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.





o Provide guidance to Customer Service Representatives with respect to the sales and service process.











Customer Service:





o Promote customer satisfaction with a friendly, helpful demeanor and professionalism.





o Act with confidence by answering customer questions and owning customer issues.





o Maintain a position of trust and responsibility by keeping all business confidential.





o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.











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 Facilitate opening and/or closing procedures as a member of the platform staff as necessary.





o Work with the Financial Center Manager and/or Customer Service Manager, to maintain efficient branch operations.





o Process teller transactions and maintain a personal balancing record that is in line with policy. (Time spent on the CSR line will vary between 25%-60%, depending on branch staffing model and/or need.)











SUPERVISORY RESPONSIBILITIES: None.





Keywords: , Columbus , Retail Personal Banker I, PR / Public Relations , Columbus, Ohio

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Senior Trust Officer
Description: font face Arial GENERAL FUNCTION: br / br .Serve as relationship manager and fiduciary advisor for clients with more than 1,000,000 in investable assets and support a book of accounts having an (more...)
Company:
Location: Columbus
Posted on: 02/26/2019

Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Columbus
Posted on: 03/18/2019

CSR / Teller - Columbus Square BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Columbus
Posted on: 03/18/2019


Mail Operations Associate II
Description: font face Arial GENERAL FUNCTION: Performs routine and non-routine clerical duties involved in the shipping of materials. Delivers and collects mail from various departments throughout the bank. Sort (more...)
Company:
Location: Columbus
Posted on: 02/26/2019

Data Entry-Experienced
Description: This Data Entry Clerk Position Features: br Great Environment br Casual Dress br Must have High School
Company:
Location: Dayton
Posted on: 03/18/2019

Retail Personal Banker - Cross-Sell
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Columbus
Posted on: 03/18/2019

Commercial RM III
Description: font face Arial GENERAL FUNCTION: Under minimal supervision, responsible for managing the bank''s relationship with an extensive existing portfolio of bank customers with a large financial base and (more...)
Company:
Location: Columbus
Posted on: 03/18/2019

Investment Executive
Description: font face Arial GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial (more...)
Company:
Location: Columbus
Posted on: 03/18/2019

Membership Advantage RM I
Description: font face Arial GENERAL FUNCTION: Responsible for expanding and deepening the Fifth Third customer base by calling on businesses to provide our Membership Advantage program to employees. Manages a (more...)
Company:
Location: Dayton
Posted on: 03/18/2019

Lead CSR / Teller - Wilson Rd BM - Full Time
Description: font face Arial br p font face Arial Lead Customer Service Representative ndash Bank Customer Service Rep /font /p br p font face Arial Job Description br / br If you are a dynamic (more...)
Company:
Location: Columbus
Posted on: 03/18/2019

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Columbus RSS job feeds