Personal Banker

What you'll be doing: Personal banker (PB) is responsible for offering and selling financial products and services (i.e. credit cards, CDS, loans) to both consumer and small business customers. Routinely work with customers and small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage and investment needs. Help to create an excellent customer experience. Proactively manage risk in every business, product, and service transaction leveraging the risk framework. Demonstrate company core values. Understand and live the values that support culture. Treat all customers equally and fairly. Adhere to policies and procedures. Stay informed of key priorities and business updates. Execute sales and service plays and processes.

Who is the client company: Concern about financial services.; If you are interested in this position, send your resume to apply@kochdavis.com