Personal Banker
Current• Used the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.• Maintained an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.• Utilized CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.• 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.• Established close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.• 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.• Provide guidance to CSRs with respect to the sales and referral process.• Promoted customer satisfaction with a friendly, helpful demeanor and professionalism.• Acted with confidence by answering customer questions and owning customer issues.• Maintained a position of trust and responsibility by keeping all business confidential.• Followed the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.• Adhered to established policies and procedures while opening/servicing the full range of Retail products.• Participated in the consumer loan and bankcard process, owning sourced loans from application through closing.• Participated in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.• Kept up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
