Personal Banking Officer

Description

Scope of Position

The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and refer to more senior bankers. Sales are driven by appointments generated from the pro‑active calling and up‑selling of referrals that have been provided by other sales professionals.

Contributes to meeting team sales plan and related activities through effective assessment of member financial needs. Provides product and service solutions (of medium to high complexity in both credit and investment) through effective interviewing and probing, delivering financial advice designed to satisfy the member’s total financial needs. Recognizes and acts on referrals and sales opportunities and maintains rel...