Personal Banker 2, 3 or 4 FT (40 hours) Winter Haven - (winter haven, florida)
Personal Banker 2, 3 or 4 FT (40 hours) Winter Haven:
259577 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 and 63 registrations Maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration.
The branch is located at 595 Cypress Gardens Boulevard Winter Haven, FL 33880 Qualifications Personal Banker II Basic
Qualifications:
High school diploma or equivalent.
Two years' experience as a Client Service Specialist, In:
Store Financial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three 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.
Completion of Core and Intermediate STU Curriculum Training as well as corresponding PB course work.
Strong probing and listening skills to uncover client needs.
Ability Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
259577 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 and 63 registrations Maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration.
The branch is located at 595 Cypress Gardens Boulevard Winter Haven, FL 33880 Qualifications Personal Banker II Basic
Qualifications:
High school diploma or equivalent.
Two years' experience as a Client Service Specialist, In:
Store Financial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three 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.
Completion of Core and Intermediate STU Curriculum Training as well as corresponding PB course work.
Strong probing and listening skills to uncover client needs.
Ability Source:
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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