Full-Time
Personal Banker
Direct Staffing
No salary listed
Portland, OR, USA
In Person
Category
 Finance & Banking (1) |
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Requirements
- Ability to sell traditional bank products and process transactions.
- Thorough understanding of banking operations, product knowledge, sales, and new business development.
- Excellent customer service/relations and community relations.
- Ability to identify and resolve/escalate problems.
- Strong interpersonal & relationship building skills.
- Previous experience in a financial sales representative oriented role.
Responsibilities
- The personal banker actively develops new business and expands existing customer relationships.
- Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services.
- Actively refers clients for brokerage products to Financial Specialist or the appropriate Financial Consultant.
- Responsibilities may include consumer loan originating and closing, account opening, safe deposit transactions, and branch opening/closing procedures.
- Refers other U.S. Bank products to the appropriate areas.
- Handles complex customer service issues in absence of or as directed by branch manager.
- Converts service opportunities into sales events.
Desired Qualifications
- Understands and effectively applies selling and profiling techniques to open, develop, and close sales; creates product interest; actively cross-sells products; actively pursues potential customers.
- Develops new business with current customers or prospects, participating in call programs.
- Maintains a good working relationship with customers.