People
PersonalBanker
“Personal Banker at People. Skills: client engagement, relationship building, sales results. foster key relationships with clients. understand their financial and personal goals”
What You'll Achieve.
achieving sales results; help clients meet their goals; ensure clients are connected to the right people and opportunities; help clients to better manage their banking needs
Industry & Context.
critical thinking skills help to inform your decision making
flexible to work from Monday to Friday 8:30am- 5:00pm CT, on-site full-time, legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit, may be asked to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office)
What They're Looking For.
Must Have
cash handling and banking experience, experience working as a teller or in a similar role where you handled cash transactions, balanced tills, and provided exceptional client service, comfortable managing cash flow, processing deposits and withdrawals, and ensuring accuracy in all financial transactions, 1 year experience in working with clients and achieving sales results
Nice to Have
prior banking experience in a similar capacity
What You'll Do.
foster key relationships with clients
understand their financial and personal goals
provide informative and tailored service
recommend the right products and solutions that will help their financial success
meet with clients to understand their personal and business priorities
advise them on solutions
provide a forward-looking financial plan
engage in marketing and outreach activities
deepen existing relationships
introduce clients to our mobile banking applications
helping them to better manage their banking needs
How You'll Work.
Team & Collaboration
work as one team to ensure clients are connected to the right people and opportunities
Applying for this Personal Banker role?
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