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To help our job title resonate with you, other financial institutions may title their positions like the following: bank teller, banking associate, banking representative, branch banker, community banking associate, csr, customer service associate, customer service representative, member services representative, msr, personal banker, relationship banker, retail associate, retail banker, sales associate, sales rep, sales representative, teller, teller/CSR, universal banker, or universal teller.
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Six months or more previous experience as a Branch Manager, Personal Banker and/or Supervisor in banking or financial services. The Financial Center Leader 1 is responsible for bank sales and service to include leadership, business development, consumer lending, coaching and development of the branch team and operational excellence.
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The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts.
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We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Tomball Parkway banking center in Tomball, TX.
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Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.
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Experience with sales is more important than financial services experience. Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
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You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. As a Personal Banker, you will strengthen customer relationships with a defined sales process.
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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results.
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Position : Relationship Banker I/II/III - Fredericksburg Financial Center| Division : Sales & Service. 4-year degree and/or equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience.
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Similar Jobs (2) Personal Banker locations Syracuse, NY time type Full time posted on Posted 30+ Days Ago Private Client Advisor locations 2 Locations time type Full time posted on Posted 9 Days Ago.
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As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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Actively contributes to help meet the banking center's goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management.
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The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
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