Personal Banker Associate I - Speedway

563

Indianapolis, Indiana, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customers
The role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting

Job Summary

  • The role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting.
  • Candidates must complete a 4-8 week onboarding program with rotations in operations and Sales & Service before becoming a certified Retail Personal Banker I.
  • The position requires maintaining ethical behavior, adhering to policies, and ensuring actions drive a positive customer experience while meeting production goals.

Matching Summary

The role focuses on using a consultative sales process to identify and meet the financial needs of customers through lobby leadership or tele-consulting.

Salary

Base salary reflective of pay grade range; Individual salaries vary based on skillset, experience, education, and location; Comprehensive benefits and differentiated compensation offered

Skills & Requirements

Must-have

  • Consultative sales process expertise
  • Financial needs assessment skills
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Advanced math for credit analysis

Nice-to-have

  • Friendly and helpful demeanor
  • Proactive community engagement
  • Holistic financial solution delivery
  • Strong verbal and written communication
  • Team collaboration and leadership guidance

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS required
  • Experience in financial industry preferred
  • Ability to travel for training sessions

Work Rights

Not specified

Tailored Resume

Cover Letter