Personal Banker / Small Business Banker
Madison, Alabama, United States
Awards & Recognition: ▪ Promoted to Small Business Banker April, 2014 ▪ Promoted to Credit Card Specialist July, 2013 ▪ Southeastern Region Top 5 PB in Daily & Quarterly Credit Card Applications June 2013 – March 2014 ▪ Southeastern Region Top 10 PB in quarterly credit card sales May 2013 - March 2014 ▪ Acquired 97% Personal Banker Customer Service Rating ▪ Perfect Customer Service Award five consecutive times Jan – Mar 2014 ▪ Silver level average daily sales threshold 2nd & 3rd Fiscal Quarter 2013, 1st Quarter 2014 ▪ Silver level Loan Volume Threshold 2nd, 3rd, & 4th Fiscal Quarter 2013, 1st Quarter 2014 ▪ Total Checking Account Packages Met 2nd, 3rd, 4th Fiscal Quarter 2013, 1st Quarter 2014 ▪ Total Checking Accounts 2nd, 3rd, 4th Fiscal Quarter 2013, 1st Quarter 2014 ▪ Averaged over 200 total loans approved per Fiscal Quarter 2013 & 1st Fiscal Quarter 2014 Duties: ▪ 50 - 100 daily outbound sales calls ▪ Build and maintain all ecommerce products and customer/business relationships ▪ Opening/closing bank duties & Manage store in Store Manager’s absence ▪ Conduct Pop & Drops & train new personal bankers ▪ Identify sales opportunities, meet daily/weekly/monthly credit card goals ▪ Open checking & savings accounts ▪ Maintain small business & consumer accounts ▪ Wire transfers, Personal loans, Auto loans, Home equity lines & loans ▪ Maintain safety deposit boxes & night drop ▪ Daily vault balancing, override authority, legal order processing