Personal Banker

What you'll be doing: 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. 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.

What your background should be: Minimum of one year successful sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities. Minimum of one year of customer service experience. Skilled in assessing customer/client needs, providing solid advice/recommendations, and building customer relationships based on mutual trust in order to optimize sales opportunities to new and existing customers/clients. Ability to build solid relationships with team-mates, business partners and specialists by fostering teamwork, partnership and collaboration.

Who is the client company: The company provides insurance and financial service.; If you are interested in this position, send your resume to apply@kochdavis.com