Personal Banker (R-36953)
$41,995–$64,002 year
On-siteLansdale, Pennsylvania, United States
Job Summary
Listen for financial wellness opportunities during in-person and phone conversations, then provide customized recommendations to assist clients. Open personal and business accounts, including checking, deposits, and lending products, while building partnerships with branch teammates to deepen client relationships. Consistently attain individual activity, behavior, and outcome goals by leveraging system-generated lead lists and professional contacts. Ensure compliance with operational, risk, and security procedures, including appropriate documentation of client interactions. Support branch operations by assisting with client transactions on the teller line as needed. Participate in morning huddles and end-of-day debriefs, and work Saturdays as directed by management.
Required Qualifications
- High School Diploma, GED or equivalent business experience
- Bachelor's Degree
- Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources
- Experience with sales
- Understanding of consumer credit - including loan to value, debt to income and credit reports
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking
- Demonstrated experience with influencing business partners and leveraging centers of influence
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key
- Valid driver's license
- Ability to routinely and frequently operate a motor vehicle
Desired Qualifications
- Bachelor's Degree (preferred)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful
- Notary License (preferred)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.