Personal Banker Iii - Houston, United States - Cadence Bank
Description
What The Role Is
As a Personal Banker III, you will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs.
To offer the best and most appropriate personal business financial products and services you will use a guided conversation and sales process to proactively identify new account and loan origination opportunities.
This position is on-site.How You Will Make An Impact
- Build, develop and deepen customer relationships through active market business development, needsbased questioning to identify deposit, credit and investment solutions to help customers achieve their financial goals.
- Support the transactional needs of the banking center on occasion and at manager discretion and also referring identified opportunities to the appropriate line of business.
- Meet or exceed individual sales and activity objectives measured by an individual scorecard. Also, establish preset appointments to identify customer needs via inperson meetings, teleconsulting activities and outbound community involvement.
- Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
- Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and fullservice ATMs that provide convenience and value to customers.
- Originate new consumer and business depository accounts and execute a defined new customer onboarding plan. Also includes origination of cash management solutions such as Treasury Management, Merchant Services and ACH.
- Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
- Uncover small business opportunities and make quality referrals to proper business partners and team members.
- Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
- Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goalbased environment.
- Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
Education
- High school diploma or GED required.
- Bachelor's degree, Associates degree or equivalent work experience preferred.
Experience
- 23 years of banking experience or demonstrated sales experience in business, retail or other industries preferred.
- 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources in a retail environment preferred.
- 1 year cash handling experience in a banking or retail environment preferred.
Characteristics
- Regular and reliable attendance.
- Works cooperatively with others.
- If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problemsolving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply_._
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work.
Cadence Bank is an affirmative action/equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Experience:
Required
- 1 year(s): Experience in developing current and new customer relationships, achieving sales goals and building referral sources in a retail environment.
years:
Cash handling experience in a banking or retail environment preferred.
years:
Banking experience or demonstrated sales experience in business, retail or other industries.
Education:
Preferred
- Associates or better
Behaviors:
Required
- Enthusiastic: Shows intense and eager enjoyment and interest
- Team Player: Works well as a member of a group
- Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations:
Required
- Self-Starter: Inspired to perform without outside help
- Ability to Make an Impact: Inspired to perform well by the ab
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