Personal Banker 1, 2 or 3 FT (40 hours) : Golden Hills - (ocala, florida)
Personal Banker 1, 2 or 3 FT (40 hours) :
Golden Hills:
261742 Description Utilizing resources to conduct effective consultative client conversations Referring to other line of business partners for additional business growth opportunities.
Partners include, but are not limited to:
Financial Advisor, Mortgage, Trust, Wealth, Business Banking, Treasury Services, and Merchant Services.
Focuses on all client segments serviced through retail Branch Banking network.
Sources opportunities through:
Branch teammate and client referrals Branch book of business Telephone calling activities Ensures compliance with internal controls, operational procedures and risk management policies.
Pursue on:
going education of SunTrust products, services, and other lines of business.
Primary focus is assisting with client sales opportunities with additional activities related to service needs, based on the overall needs of the branch.
Licensed Personal Bankers (PB III or PB IV level) hold additional responsibility for sales of insurance and investment products.
Licensed PBs may hold:
Insurance licenses (Life, Health and/or Variable) FINRA Series 6 or 63 registrations Maintain appropriate continuing education requirements as requierd for retaining licnesing and FINRA registration.
Qualifications Basic
Qualifications:
High school diploma or equivalent.
One year experience as a Teller, Client Service Specialist, or In:
Store Financial Services Representative at SunTrust or an equivalent position at a comparable financial institution; two years experience in a sales and service based position in a retail environment.
Preferred
Qualifications:
College level courses in subject areas such as business, finance or accounting.
Benefits:
Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
Golden Hills:
261742 Description Utilizing resources to conduct effective consultative client conversations Referring to other line of business partners for additional business growth opportunities.
Partners include, but are not limited to:
Financial Advisor, Mortgage, Trust, Wealth, Business Banking, Treasury Services, and Merchant Services.
Focuses on all client segments serviced through retail Branch Banking network.
Sources opportunities through:
Branch teammate and client referrals Branch book of business Telephone calling activities Ensures compliance with internal controls, operational procedures and risk management policies.
Pursue on:
going education of SunTrust products, services, and other lines of business.
Primary focus is assisting with client sales opportunities with additional activities related to service needs, based on the overall needs of the branch.
Licensed Personal Bankers (PB III or PB IV level) hold additional responsibility for sales of insurance and investment products.
Licensed PBs may hold:
Insurance licenses (Life, Health and/or Variable) FINRA Series 6 or 63 registrations Maintain appropriate continuing education requirements as requierd for retaining licnesing and FINRA registration.
Qualifications Basic
Qualifications:
High school diploma or equivalent.
One year experience as a Teller, Client Service Specialist, or In:
Store Financial Services Representative at SunTrust or an equivalent position at a comparable financial institution; two years experience in a sales and service based position in a retail environment.
Preferred
Qualifications:
College level courses in subject areas such as business, finance or accounting.
Benefits:
Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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