Personal Banker

Where

West Boylston, MA

What you'll be doing

Personal bankers work in the banking center (branch) and are responsible for offering and selling financial products and services to both individual and small business customers/clients. Personal bankers are the financial liaison to customers/clients for building, deepening, and retaining long-term relationships while providing world class customer service. Your duties will include, but are not limited to the following: routinely work with consumer customers and small business clients to build and deepen relationships by uncovering financial needs and recommending and selling the best products, services and solutions to meet those needs. Quoting rates, terms and programs for loan customer requests. Responding to customer inquiries and concerns and creating customized solutions. Recognizing and referring cross-sell opportunities. Monitor and track daily/weekly sales activities. Obtaining referrals from customers . Meeting and exceeding consumer and small business client goals with the utmost of accuracy and highest ethical standards .Opening deposit accounts and selling financial products (e.g. credit cards, CDs, IRAs, loans). Partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals. Identifying opportunities to introduce customers to specialists and business partners. Building solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Ensuring the customers needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g. customers banking, small business, mortgage and investment needs). Execute sales and service tactics, activities and processes, as appropriate. Leveraging available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy. Proactively managing risk in every business, product, and service transaction leveraging available tools . Availability to work weekends and/or extended hours as required to run the business.

What your background should be

Minimum one year of customer service & successful sales experience. Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Applies strong critical thinking and problem solving skills to meet customers needs. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements. Excellent oral and written communication skills with strong influencing skills.

Required Schooling / Training

Not Specified

Who is the client company

This is an American multinational banking and financial services corporation.

If you are interested in this position, send your resume to apply@kochdavis.com