Personal Banker
SunTrust - Fayetteville, GA

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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.

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

Personal Banker 2
Basic Qualifications: High school diploma or equivalent. Two years experience as a Client Service Specialist, In-Store Financial Services Representative, or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; three years experience in a sales and service based position in a retail environment.

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.

Personal Banker 3

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.

Personal Banker 4

Basic Qualifications: High school diploma or equivalent. Four years experience as an In-Store Financial Services Representative or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; or five 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: Two years of 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. Demonstrated ability in meeting or exceeding sales goals. Experience with discussing, recommending, and selling various deposit, credit products, and retirement 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.

SunTrust - 17 months ago - save job - block
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About this company
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SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary,...