HuntersvilleRecruiter Since 2001
the smart solution for Huntersville jobs

Licensed Retail Personal Banker

Location: Huntersville
Posted on: March 18, 2020

Job Description:

GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range ofbankingproductsand services to existing and prospective customers while providing specialized customer care. Utilize and promote the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial ServiceRepresentatives for referral activity.




ESSENTIAL DUTIES & RESPONSIBILITIES:


.Sales/Goals Function:


o Consistently meet or exceed sales goals for loans, deposits, and fee income, as set by management.


o Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officerandmaintainingrelationship as appropriate.


o Oversee the complete consumer loan process following approved guidelines.


o Consistently meet or exceed brokerage sales/referral goals as set by management; and achieve goal in annualized revenue to retain (i) designation.


o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.


o Promote company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company.


o Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events.


o Maintain the sales environment, and actively participate in regular sales and office staff meetings, the execution of sales contests, monthly Blitzes and other motivational activities.


o Actively participate in the telemarketing process within the financial center, utilizing the marketing resources and other various tools.


o Establish close relationships with assigned business partners, such as Mortgage, Business Banking Officers and Brokerage Representatives to ensure that established goals for each business line is met.


o Provide guidance to the Customer/Financial Service Representatives in the referral/sales process.


.Customer Service:


o Provide a customer experience that is consistent across all customer touch points, is among the leaders in the financial services industry in terms of customer satisfaction, loyalty, and retention and provides a differentiated experiencefromotherproviders in the market place.


o Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues.


o Establish a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring.


.Bank Operations:


o Open and maintain full range of retail accounts and services.


o Keep up to date on the security controls in place to protect the office against criminal and fraudulent activities and unnecessary risk and exposure.


o May need to handle opening and/or closing procedures as a member of the platform staff.




SUPERVISORY RESPONSIBILITIES: None.


Keywords: , Huntersville , Licensed Retail Personal Banker, PR / Public Relations , Huntersville, North Carolina

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


Membership Advantage RM
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: Charlotte
Posted on: 03/18/2020

Technical Project Manager
Description: lt span gt Modis is seeking an experienced Technical Project Manager to manage and drive multiple projects within the Financial Industry. amp nbsp The successful candidate will be a strong manager, (more...)
Company:
Location: Charlotte
Posted on: 03/18/2020

Loan Processor -
Description: Stable Charlotte Mortgage Company is currently seeking a Front End Loan Processor Perfect Opportunity for you to get your foot in the door at a Well Known Mortgage Company br br
Company:
Location: Charlotte
Posted on: 03/18/2020


Commercial RM II
Description: font face Arial GENERAL FUNCTION: Responsible for managing the bank''s relationship with a sizable existing portfolio of bank customers throughout assigned marketing area. Responsible for the review (more...)
Company:
Location: Charlotte
Posted on: 03/18/2020

Loan Operations Representative
Description: Adecco is currently assisting a local client in their search to fill a Loan Operation Representative position in Greenville, SC. As a Loan Operation Representative you will be responsible for gathering (more...)
Company:
Location: Greenville
Posted on: 03/18/2020

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: Charlotte
Posted on: 03/18/2020

Manufacturing CSR/Sales Support -
Description: Is one of your New Year's Resolutions - to find a new job If so, please consider this great opportunity br Growing company in the South Charlotte area is needing an
Company:
Location: Charlotte
Posted on: 03/18/2020

Territory Account Manager -
Description: Stable and Growing Charlotte Employer is currently in need of an experienced Territory Account Manager. Golden opportunity with a Tenure Company
Company:
Location: Charlotte
Posted on: 03/18/2020

IT Disaster Recovery Specialist
Description: lt span gt Modis has an immediate job opening for an IT Disaster Recovery Specialist with one of our premier clients in Charlotte, NC. IT disaster recovery specialist job opportunity is new development, (more...)
Company:
Location: Charlotte
Posted on: 03/18/2020

Staffing Consultant-South Charlotte -
Description: Appleone is currently looking for a Staff Consultant for our growing South Charlotte Branch. br Duties will include: br Qualify, acquire, service, maintain and expand client base obtain job orders (more...)
Company:
Location: Charlotte
Posted on: 03/18/2020

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Huntersville RSS job feeds