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Personal Banker (Manhattan)
Summary
Title:Personal Banker (Manhattan)
ID:1008
Department:Retail
Description
Personal Banker
Position Summary: The Personal Bankers are the “frontline sales force”. Their responsibilities include acquiring new clients, cross selling, community outreach/development, retention and portfolio management.  They are required to understand, enforce and be coached on the Bank’s sales process. This position is critical to the sales-generation and customer service of the branch.

Essential Duties and Responsibilities:
Sales Process:
  • Execute the STARS sales process, which includes the use of Your Money Map, cross-sell, 10 day follow-up call after account openings.
  • Develop and execute an individual sales plan for every portfolio customer involving tactics for growing the relationship.
  • Responsible to achieve individual sales goals/targets, contributing toward the achievement of branch-wide new acquisition, deposit growth, fee income, referral, and cross-sell targets.
 
Sales Activities:
  • Acquire New Clients– Demonstrate growth by acquiring new customers thru outbound calling, engaging customers, and following thru on teller referrals.
  • Cross selladditional products and services to existing customers.
  • Customer Outreach/Development– Schedule appointments and perform on-site visits or perform outbound telephone calls to community members/businesses to discuss financial solutions; a minimum of two visits/calls with community organizations per week.
  • Retention– Leverage existing customers to uncover their financial needs by reviewing current relationship, identifying solutions and discussing options with the customers.
  • Portfolio Management– Pro-actively work with an assigned group of customers to deepen their financial relationships by effectively cross-selling other products and services or referring to business partners.
  • Teleconsulting – Plan and conduct outbound telephone calls to portfolio customers and/or prospects a minimum of one hour three days per week.
 
Customer Service:
  • Complete account opening process ensuring appropriate ID is obtained, signature cards completed.
  • Follow up with customers post-account opening at the following intervals: 10 days, 6 weeks and three months.
  • Fulfill customer service requests to ensure customer satisfaction and retention
  • Identify sales opportunities by turning a service issue into a sale (especially life event changes).
  • Promote alternate channel delivery (Online Banking, Debit Card, ATM ) making day-to-day banking more convenient for customers.
  • Responsible to perform service behaviors as measured in the bank Customer Survey Program, contributing toward the achievement of maximum customer satisfaction and the highest branch ratings.

Specific Duties:
  • Open new financial relationships
  • Deepen existing financial relationships thru cross-selling
  • Sales referrals to internal partners (e.g. Lending Group, Investment Group)
  • Set appointments for account reviews
  • Outbound telephone calling
 
Skills Necessary:
  • Adheres to sales processes and action plans
  • Listens to and acts upon instructions
  • Demonstrates accountability
  • Excellent verbal communication, interpersonal and problem-solving skills
  • Team oriented
  • Microsoft Excel and Word experience preferred
 
Background / Experience:
  • Minimum two years in a sales position preferred
  • Some type of retail experience preferred
  • Knowledge of various bank products, services, regulations and compliance procedures
  • Notary of Public preferred
This opening is closed and is no longer accepting applications
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