Company: Timothy Jon & Associates
Posted on: November 26, 2022
Job Description Personal Bankers proactively develop client
relationships through the effective use of profiles and established
bank sales processes. Responsible for coordinating bank resources
to assist clients in achieving financial goals while providing
products and services which produce a profit for the bank. Provides
excellent service while managing relationships over time to
maximize client retention.
Maximize customer sales opportunities by cross selling accounts and
services as appropriate.
Expands portfolio relationships with high value customers by
consistent profiling of appropriate customers, utilizing sales
processes and behaviors to identify customers who have the
potential for added value relationships, performing personal
touches, evaluating customers' financial needs, recommending
solutions, and asking for the business, etc.
Provides quality, personalized service to ensure customer
satisfaction and retention.
Provides information on consumer loan products; quotes rates to
callers and accurately takes consumer loan applications, closes
EDUCATION and/or EXPERIENCE
High school diploma or equivalent and experience of at least two
years in banking (or, two years in a related sales position).
Undergraduate degree in a related field preferred. Proven effective
sales ability and exceptional customer service skills required.
Must have thorough knowledge of financial concepts. Knowledge of
desktop automation tools. Must have availability to work Saturday
Keywords: Timothy Jon & Associates, Milwaukee , Personal Banker, Other , Milwaukee, Wisconsin
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