Preferred Banker - Granville
On-siteGranville, Ohio, United States
Granville, Ohio, United StatesOn-siteFull TimeSenior LevelHigh School Or EquivalentEnterprise
Full TimeSenior LevelHigh School Or EquivalentEnterprise
Job Summary
Manage an assigned portfolio of high-value customers across multiple branches by proactively identifying financial goals and recommending appropriate deposit, loan, and investment products. Grow relationships through pre-set appointments, outside calling, Centers of Influence, and a disciplined sales process while educating clients on optimizing online, mobile, and ATM banking technology. Maintain knowledge of all products, services, policies, and regulatory procedures to provide the best service, adhering to strict operational, security, and risk guidelines.
Required Qualifications
- High School Diploma or GED
- Minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or lending and sales experience
- 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE – Securities Industry Essentials
- Ability to acquire the remaining 2 licenses within 120 days of hire date if not already holding the required 5 licenses
Desired Qualifications
- Bachelor's Degree
- 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience
- Ability to drive sales and manage a book of business
- Ability to build, deepen and retain relationships
- Demonstrates acumen in banking, investments, lending, sales, customer service, and presentation skills
- Excellent verbal and written communication skills
- Comfort with technology such as mobile services and online banking services
- Knowledge of deposit products
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