TampaFLRecruiter
the smart solution for Tampa jobs

Retail Personal Banker Assoc - Midtown market PB2

Location: Tampa
Posted on: March 19, 2019

Job Description:

GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidatestheopportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family.





ESSENTIAL DUTIES & RESPONSIBILITIES:


. Sales/Goals Function:


o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future 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 Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.


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


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


o Provide guidance to CSRs with respect to the sales and referral 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 Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.


o Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.





SUPERVISORY RESPONSIBILITIES: None.


Keywords: , Tampa , Retail Personal Banker Assoc - Midtown market PB2, PR / Public Relations , Tampa, Florida

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


Mortgage Loan Originator
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Clearwater
Posted on: 03/19/2019

Licensed Invest Support Specialist II
Description: font face Arial GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for registered securities representatives e.g., Investment Executives, or Wealth (more...)
Company:
Location: Largo
Posted on: 03/19/2019

CSR / Teller - Countryway 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: Tampa
Posted on: 03/19/2019


CSR / Teller - Cattlemen Road 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: Sarasota
Posted on: 03/19/2019

Retail Personal Banker Associate
Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...)
Company:
Location: Bradenton
Posted on: 03/19/2019

Licensed Invest Support Specialist I
Description: font face Arial GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for registered securities representatives e.g., Investment Executives or Wealth Management (more...)
Company:
Location: Orlando
Posted on: 03/19/2019

CSR / Teller - Island Estates BC - Full 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: Clearwater
Posted on: 03/19/2019

Mortgage Loan Originator
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Clearwater
Posted on: 03/19/2019

Retail Personal Banker Assoc - Midtown market PB2
Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...)
Company:
Location: Tampa
Posted on: 03/19/2019

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: Bradenton
Posted on: 03/19/2019

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Tampa RSS job feeds