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 works 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. Ensures 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. Personal banker helps to create an excellent customer experience. Proactively manages risk in every business, product, and service transaction leveraging the risk framework. Understands and lives the values that support company's culture. Treats all customers equally and fairly. Adheres to policies and procedures.

What your background should be: Minimum of one year 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. Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.

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