About This Role
Providing sales and service delivery in the branch is the core of this Personal Banker role. You will build and expand banking relationships through proactive customer outreach and service requests, opening deposit accounts and related banking services, and identifying and referring sales opportunities to appropriate bank partners.
Responsibilities
- Achieve individual and/or team financial, production, and relationship results relative to specific metrics and goals assigned
- Engage with customers, prospects, and referral sources through proactive outreach
- Represent the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank
- Engage in sales practices that are aligned to create value for both the customer and the bank
- Foster collaborative partnerships that deliver value for customers, prospects, and colleagues
- Initiate conversation to uncover sales or referral opportunities
- Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs
- Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities
- Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures
- Complete required training by established deadlines
- Perform general office management duties as assigned to ensure operational efficiency
- Accountable for transaction accuracy and operational efficiency of deposit-taking functions
Requirements
- Application of a structured sales process
- Providing financial guidance and expertise
- Financial literacy
- Knowledge of retail banking products and services
- Bachelor's Degree and 1 year of experience OR
- High School Diploma or GED/Equivalent and 5 years of experience in Sales, customer service, or lending or financial services sales
Benefits
- Competitive, thoughtfully designed, and quality benefits program
About the Company
First Citizens Bank has been established for over 120 years.
