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Personal Banker 1, 2 or 3 - Apex

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Listing Info

Title: Personal Banker 1, 2 or 3 - Apex
Location: NC-Apex-Apex
Job Number: 240397

Provide An Industry Leading Client Service Experience Through Assisting And Supporting Aspects Of The Development And Expansion Of New And Existing Client Relationships By

Provide an industry leading client service experience through assisting and supporting aspects of the development and expansion of new and existing client relationships by

  • Utilizing resources to conduct effective consultative client conversations
  • Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines
  • Referring to other line of business partners for additional business growth opportunities. Partners include, but are not limited to: Financial Advisor, Mortgage, Trust, Wealth, Business Banking, Treasury Services, and Merchant Services.

    • Sources Opportunities Through

    Focuses on all client segments serviced through retail Branch Banking network. Sources opportunities through

  • Branch teammate and client referrals
  • Branch book of business
  • Telephone calling activities
    Ensures compliance with internal controls, operational procedures and risk management policies. Pursue on-going education of SunTrust products, services, and other lines of business. Primary focus is assisting with client sales opportunities with additional activities related to service needs, based on the overall needs of the branch.

    • Licensed PBs May Hold

    Licensed Personal Bankers (PB III or PB IV level) hold additional responsibility for sales of insurance and investment products. Licensed PBs may hold

  • Insurance licenses (Life, Health and/or Variable)
  • FINRA Series 6 and 63 registrations
  • Maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration.

    Provides industry-leading service; performs routine client maintenance requests, problem resolution and basic sales functions regarding deposit, credit, convenience and other product and service lines. Contributions made to meeting or exceeding client service as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships. Exercises knowledge of risk management and loss prevention. Participates fully in all components of the Client Engagement Model. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients.

    Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct.

    • Basic Qualifications

    High school diploma or equivalent. Three years experience as an In-Store Financial Services Representative or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; four years experience in a sales and service based position in a retail environment.... Experience with sourcing and prospecting for new clients and client relationship building by using proactive sales skills, to meet sales and service goals. Knowledge of bank branch operations, policies and procedures.

    Preferred Qualifications

    College level courses in subject areas such as business, finance or accounting. Completion of Core and Intermediate STU Curriculum Training as well as corresponding PB course work. Strong probing and listening skills to uncover client needs. Ability to respond in a professional manner with a high level of service quality. Excellent verbal and written communication skills. Understanding of consumer and business lending instruments as well as deposit products. Demonstrated ability to meet or exceed sales goals. Experience with discussing, recommending, and selling various deposit and credit products to consumer and small business clients.
    In addition minimally holds insurance licenses (Life, Health and/or Variable Products) and may hold FINRA Series 6 and 63 registrations (or equivalent). Has and/or will maintain continuing education coursework to keep licenses and/or registrations in active standing. Ability to meet or exceed minimum performance standards specific to investments and insurance.

    Job: Retail Banking


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