Personal Banker III

Cadence Bank-posted 3 months ago
Full-time • Entry Level
Sarasota, FL
Credit Intermediation and Related Activities
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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.

  • Build, develop and deepen customer relationships through active market business development.
  • Use needs-based 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.
  • Refer identified opportunities to the appropriate line of business.
  • Meet or exceed individual sales and activity objectives - measured by an individual scorecard.
  • Establish preset appointments to identify customer needs via in-person meetings, teleconsulting activities and outbound community involvement.
  • Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs.
  • Originate new consumer and business depository accounts and execute a defined new customer onboarding plan.
  • Originate cash management solutions such as Treasury Management, Merchant Services and ACH.
  • Explore the customer's financial needs and recommend other bank services.
  • Originate consumer lending applications including home equity lending (NMLS registered).
  • Uncover small business opportunities and make quality referrals to proper business partners and team members.
  • Demonstrate compliance with all bank regulations that apply to your position.
  • Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
  • Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment.
  • Excellent written and verbal communication skills.
  • Ability to solve problems and nurture client relationships even in contentious situations.
  • High school diploma or GED required.
  • 2-3 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.
  • Bachelor's degree, Associates degree or equivalent work experience preferred.
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