Personal Banking Officer

The Personal Banking Officer is involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and refer to more senior bankers.

Contributes to meeting team sales plan and related activities through effective assessment of member financial needs.  Provides product and service solutions (of medium to high complexity in both credit and investment) through effective interviewing and probing, delivering financial advice designed to satisfy the member’s total financial needs.