HuntersvilleRecruiter Since 2001
the smart solution for Huntersville jobs

Licensed Retail Personal Banker

Location: Huntersville
Posted on: June 3, 2019

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


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: 06/3/2019

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: Greenville
Posted on: 06/20/2019

Retail Personal Banker 1 - Uptown Charlotte
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: Charlotte
Posted on: 06/20/2019


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: 06/3/2019

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: Charlotte
Posted on: 06/20/2019

Loan Processor -
Description: Large Charlotte based company is looking for experienced loan processors. br br Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. (more...)
Company:
Location: Charlotte
Posted on: 06/3/2019

Retail Personal Banker - University Area
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: Charlotte
Posted on: 06/20/2019

Financial Center Manager Associate
Description: font face Arial GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education br / br program that includes rotations in Operations, Sales amp Service, Small Business (more...)
Company:
Location: Charlotte
Posted on: 06/20/2019

CSR / Teller - Tyvola 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: Charlotte
Posted on: 06/20/2019

Banking Center Mortgage Loan Originator
Description: p font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives (more...)
Company:
Location: Charlotte
Posted on: 06/20/2019

Log In or Create An Account

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

Huntersville RSS job feeds