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As a Relationship Banker Trainee with Company’s Consumer and Business Banking division you will be given the unique opportunity to jump-start a career in financial services with a global industry leader. To assist you on your path you will be provided the opportunity to obtain the Series 6, 63, Life & Health Licenses. Your first 9 weeks with Company will be solely dedicated to studying for and obtaining these licenses. To help you achieve success, we have partnered with an industry leader to provide a world class digital training platform and resources.
Once fully licensed, you will transition from Relationship Banker Trainee to a Relationship Banker and work in strong partnership with our Financial Consultants, deepening relationships with our customers and gain meaningful experience around the many products and services Company has to offer.
Acquire new customers and deepen relationships with existing customers utilizing the Explore process
Complete daily tasks as outlined on the study calendars with direct manager
Engage and attend weekly partnership meetings and joint calls with Branch partners
Identify opportunities to introduce customers to business partners when appropriate
Provide outstanding customer service and ensure sales and referral expectations are consistently met
Report daily to an assigned location, and conduct in person appointments with centers of-influence, and in-Branch activities
Strictly adhere to prescribed training schedule
A minimum of 1 year experience selling financial or retail products and/or services in an incentive based environment
A minimum of 1 year of customer service experience
Ability to service and transition to appropriate business partners for execution
Displays a responsible, trustworthy, and professional image at all times
Excellent consultative skills, client prospecting and development, customer retention and needs analysis skills
Excellent verbal communication and influence skills
Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach
Identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position’s primary duties & responsibilities
Obtain Series 6, 63, and Life and Health, within the first 9 weeks of hire
Strong financial and business acumen
Strong organizational and time management skills
In compliance with the requirements outlined within the Compensation Requirements under the Truth-in-Lending Act (LO Comp Rule) effective January 1st 2014; Company will now perform a credit check as part of, and in addition to, the existing background check for all positions where one must perform job functions of a loan originator as defined by the LO Comp Rule. In order to be eligible for this position you must have a valid US Social Security at the time of application.
At Company, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
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