Retail Personal Banker I

Unclassified - Fairview, OR

Full-time

Fairview, OR

About the position

The Personal Banker I is a branch-based role focused on utilizing a consultative sales process to identify and meet the financial needs of customers. This position emphasizes acquiring new households and deepening existing customer relationships through various activities, including lobby leadership and tele-consulting. The role also involves processing teller transactions and collaborating with the platform staff to enhance customer experience and achieve production goals.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long-term financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Establish close working relationships with assigned Business Partners (Mortgage, Business Banking Officers, and Investment Executive), referring customers when appropriate to provide timely, holistic financial solutions.
• Work with the Financial Center team to consistently meet/exceed customer experience and production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to Customer Service Representatives with respect to the sales and service process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Facilitate opening and/or closing procedures as a member of the platform staff as necessary.
• Process teller transactions and maintain a personal balancing record that is in line with policy.

Requirements

• Strong consultative sales skills and ability to build customer profiles.
• In-depth knowledge of Retail consumer and small business products/services.
• Ability to utilize marketing tools for customer outreach and appointment setting.
• Strong relationship-building skills with Business Partners.
• Ability to meet/exceed customer experience and production goals.
• Excellent customer service skills and professionalism.
• Ability to maintain confidentiality and adhere to ethical standards.
• Experience in bank operations and processing teller transactions.