Personal Banker

Where

North Charleston ,SC

What you'll be doing

Personal bankers (PBs) are 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 customers needs are met by partnering with the appropriate specialist and/or teammate to serve the customers banking, small business, mortgage and investment needs. PB helps to create an excellent customer experience. Proactively manage risk in every business, product, and service transaction leveraging the risk framework. 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. May be required to work weekends and/or extended hours and regular reliable attendance is critical

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 teammates, business partners and specialists by fostering teamwork, partnership and collaboration

Required Schooling / Training

Not required

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