Licensed Personal Banker Job in Galena, Illinois US
Licensed Personal Banker
Actively refers clients to the Financial Consultant as appropriate. Profiles, assesses, and handles customers financial needs, and obtains and processes customer/account information. Sells bank deposit and loan products and services. Handles complex customer service issues in absence of or as directed by Branch Manager. Converts service opportunities into sales events. Basic Qualifications - High school diploma or equivalent - One to three years of experience in retail and investment sales industry - Life or life/health (state specific) license Preferred Skills/Experience - Series 6/7 and 63 licenses preferred - Ability to sell traditional bank products, insurance and/or investment products - Basic knowledge of retail product philosophy, policy, procedures, documentation and systems - Thorough understanding of banking operations, product knowledge, sales, and new business development - Excellent customer service/relations and community relations - Strong interpersonal, verbal and written communication skills - Ability to identify and resolve/escalate problems