Military Personal Banker PT
Company: Dickinson Financial Corporation
Location: San Diego
Posted on: January 15, 2019
Military Personal Bankers are front-line associates who deliver solutions that help our clients achieve financial freedom and peace of mind. Military Personal Bankers achieve this vision by building professional relationships with clients and potential clients to understand their financial needs and to deliver valuable products and services to meet those needs. Successful Military Personal Bankers are enthusiastic about delivering excellent client service, understanding and promoting bank products to individuals and companies, conducting accurate banking transactions in a fast-paced environment, and working with a team to achieve individual and group goals. Many of our company leaders started out as Military Personal Bankers, and we continue to provide excellent opportunities to those interested in a career in banking. Principal Accountabilities: - Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction. - Introduces and promotes consumer banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, facilitating table events, engaging potential clients in conversations about banking needs, and communicating with knowledge and positivity about the bank's products. - Achieves specific sales goals on a daily, monthly, quarterly and annual basis. - Participates in daily sales huddles. - Supports financial education initiatives on the military installation. - Contacts clients via telephone to discuss bank products and services and conducts follow up calls with clients to ensure satisfaction and verifies product fulfillment. - Provides a broad base of financial services with the goal of earning 100% of the client's business. - Performs banking transactions for clients , including cash transactions, cashing checks, assisting with deposits and withdrawals, issuing cashier's checks and money orders, opening checking and savings account and assisting clients with obtaining other bank products, including credit cards and personal loans. - Assists clients with other banking services, including giving balances, answering questions about accounts, taking and resolving complaints, and assisting with on-line banking transactions and questions and assists clients in taking advantage of self-service options for these services, including enrollment in Mobile Banking and setting up text alerts. - Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. - Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates. - Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. - Leads by example in all areas including sales, referrals, customer experience, professional demeanor, and daily banking center operations. - Ad hoc duties as assigned - Regular attendance required, working at the work site during regular business hours and/or assigned hours Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, marital status, gender identity, national origin, ancestry, protected veteran or military status, disability, pregnancy, genetic information or any other characteristic protected by applicable law. Armed Forces Bank and Academy Bank are equal employment/affirmative action employers. If you need accommodation for any part of the employment process because of a medical condition or disability, please send an e-mail to ************************ or call ************ to let us know the nature of your request.
Keywords: Dickinson Financial Corporation, San Diego , Military Personal Banker PT, Other , San Diego, California
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