Branch Sales Associate
2 weeks ago
As a Personal Banker, you play a pivotal role in delivering superior member service and helping members achieve their financial goals. You will be responsible for building and maintaining relationships with members, understanding their financial goals, and recommending appropriate credit union products and services.
Personal Banker Job Responsibilities:
Sales and Revenue Generation
- Drive sales and revenue growth by proactively identifying opportunities to cross-sell and upsell credit union products and services
- Meet or exceed sales goals while maintaining a high level of member satisfaction
- Build rapport and trust with members through personalized interactions and proactive outreach efforts
- Maintain regular communication with members to provide updates on their accounts, relevant promotions, and educational resources
- Collaborate with team members and participate in promotional campaigns and sales initiatives such as marketing call lists and community events to maximize business opportunities
Member Relationship Management
- Develop and nurture strong relationships with members by providing exceptional service and personalized financial advice
- Proactively engage with members to understand their financial objectives, lifestyle, and preferences
- Serve as primary point of contact for member inquires, concerns, and transactional needs
- Tailor communication style and messaging to resonate with diverse member demographics and preferences
Financial Consultation
- Conduct thorough interviews with members to understand their financial goals, preferences, and current banking needs identifying their short and long-term financial goals
- Utilize effective questioning techniques to uncover underlying financial needs and opportunities for improvement
- Recommend credit union products and services that align with members needs, including checking accounts, savings accounts, loans, and investment options
- Educate members on various financial products, services, and digital credit union platforms to enhance their financial literacy and empower informed decision-making
Risk Management and Compliance
- Adhere to all regulatory requirements, credit union policies, and procedures to ensure compliance and mitigate risks
- Conduct thorough due diligence and verification processes for account openings, transactions, and documentation
Personal Banker Experience:
- Two to Five years of similar or related experience, including time spent in preparatory positions
- Demonstrated aptitude and desire for sales environment
- Bilingual (English/Spanish) Preferred
Personal Banker Skills:
- Previous experience in banking, financial services, or customer-facing roles is advantageous
- Strong interpersonal skills with ability to build rapport and trust with members
- Excellent communication skills, both verbal and written
- Demonstrated sales acumen and results-driven mindset
- Detail-oriented with focus on accuracy and compliance
- Ability to work effectively in a fast-paced, dynamic environment t and adapt to changing priorities
- Ability to travel to various locations, if applicable
Great Benefits Package
PI9c154593ad53-7744
by Jobble
-
Inside Sales Associate
1 month ago
Tampa, United States Master Halco Full timeMaster Halco, North America’s leading manufacturer/distributor of fencing and perimeter security products is seeking an Inside Sales Associate.The Inside Sales Associates work on the phone and at our branch's counter desk to service contractors, distributors, and retailers purchasing fence products. Inside Sales Associate daily expectations...
-
Inside Sales Associate
6 months ago
Tampa, United States Master Halco Full timeOverview Secure a sales career within the fence / building products industry! Master Halco , North America’s leading manufacturer/distributor of fencing and perimeter security products is seeking an Inside Sales Associate. The Inside Sales Associates work on the phone and at our branch's counter desk to service contractors, distributors, and...
-
Financial Specialist
2 weeks ago
Tampa, United States BankUnited Full timeSign-on bonus of $500.00 to be paid after six months of continuous service.SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.ESSENTIAL DUTIES AND RESPONSIBILITIES include...
-
Branch Manager
3 months ago
Tampa, United States White Cap Full timeA position at White Cap isn’t your ordinary job. You’ll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving...
-
Mortgage Branch Manager Leader
2 months ago
Tampa, Florida, United States National Mortgage Staffing Full timeUnlock Your Potential as a Mortgage Branch ManagerAre you a seasoned professional looking to take your career to the next level? Do you have a proven track record of success in mortgage origination and sales? We're seeking an experienced Mortgage Branch Manager to join our team at National Mortgage Staffing.Key Responsibilities:Lead and manage a team of...
-
Multifaceted Sales Leader
1 week ago
Tampa, Florida, United States Impact Floors of Texas Full timeAbout UsAt Impact Floors of Texas, we have been serving thousands of multifamily properties for over three decades. Our reputation for outstanding customer service and swift installation has earned us the trust of numerous management companies and property managers.Job DescriptionWe are seeking a seasoned Multifaceted Sales Leader to join our team. In this...
-
Escrow Branch Manager
2 months ago
Tampa, United States Taylor Morrison Full timeAs an Escrow Branch Manager working for Taylor Morrison you will be responsible for the effective operation of personnel, equipment and other resource necessary to perform the efficient escrow/closing functions. We trust that as an Escrow Branch Manager you will: (responsibilities) Ability to perform all tasks of all personnel under his/her...
-
Branch Manager in Trainee
2 weeks ago
Tampa, United States Orkin Full timeOverview: Were the Industry Leader Because of Leaders Like You. When youre an Orkin Branch Manager, youre the leader cultivating a team to deliver top-notch service from the industry leader with more than 120 years of protecting homes and businesses. Our Branch Manager in Training position is for those who thrive on the challenge of growing a...
-
Sales Associate
1 month ago
Tampa, United States Torrid Full timeTorrid - Citrus Park Mall [Sales Associate / Team Member] As a Sales Associate at Torrid, you'll: Provide an amazing shopping experience that will encourage positive customer connections and loyalty; Make the customer feel comfortable, cared for and confident; Cover the sales floor and help ensure all visual standards are met; Perform register functions...
-
Sales Associate
2 months ago
Tampa, United States 7-Eleven Full time7-eleven - 2320 W Waters Ave [Sales Associate / Team Member] As a Sales Associate at 7-Eleven, you'll: Provide prompt, efficient and courteous customer service; Drive sales through effective communication with customers; Maintain a clean, customer friendly environment in your franchisee's store; Ring sales and maintain cash control; Perform all regular...
-
Sales Associate
2 days ago
Tampa, United States 7-Eleven Full time7-eleven - 1001 U.S. 301 South [Sales Associate / Team Member] As a Sales Associate at 7-Eleven, you'll: Provide prompt, efficient and courteous customer service; Drive sales through effective communication with customers; Maintain a clean, customer friendly environment in your franchisee's store; Ring sales and maintain cash control; Perform all regular...
-
Sales Associate
1 month ago
Tampa, United States Rack Room Shoes Full timeRack Room Shoes - Westfield Citrus Park [Sales Associate / Team Member] As a Sales Associate at Rack Room Shoes, you'll: Create an excellent shopping experience for the customers through awareness and company service standards; Maintain awareness of all current sales promotions; Maintain merchandise presentation; Develop and maintain necessary product...
-
Sales Associate
4 weeks ago
Tampa, United States Boot Barn Full timeBoot Barn - 9931 E. Adamo Drive [Sales Associate / Team Member] As a Sales Associate at Boot Barn, you'll: Provide an outstanding customer experience to all Boot Barn customers; Embody the Boot Barn mission, vision and values in all you do by developing selling and service skills, product knowledge, merchandising and visual presentation skills and...
-
Sales Associate
2 months ago
Tampa, United States Boot Barn Full timeBoot Barn - 8515 West Hillsborough Avenue Space 8515 [Sales Associate / Team Member] As a Sales Associate at Boot Barn, you'll: Provide an outstanding customer experience to all Boot Barn customers; Embody the Boot Barn mission, vision and values in all you do by developing selling and service skills, product knowledge, merchandising and visual presentation...
-
Sales Associate
2 months ago
Tampa, United States Madewell Full timeMadewell - Hyde Park Village - Madewell [Sales Associate / Team Member] As a Sales Associate at Madewell, you'll: Drive sales by exceeding selling and service expectations; Help welcome everyone into the Madewell community, create genuine connections, become an expert on all things denim, and help customers express their authentic selves; Complete training,...
-
ProSales Associate
3 days ago
Tampa, United States Herc Rentals Inc. Full timeJob Purpose As a Herc Rentals ProSales Associate you will begin a fast-track learning journey through the Black & Gold Academy. We will prepare you for immediate placement into a Territory Sales Representative position with opportunity for future roles in management, region sales management, national accounts and more! What you will do... Our ProSales...
-
Admin Assistant
1 week ago
Tampa, United States DSI Security Services Full timeAdmin Assistant (Tampa Area Branch) Tampa, FL, United States of America $19.50 - $19.50 Back Apply Now Back Apply Now Overview You gain more than just a paycheck when you are employed with DSI. From our biggest clients to our newest security officer, the values of DSI and our motto, Do What You Say You Will Do, are always present....
-
Sales Associate
2 months ago
Tampa, United States Ace Hardware Full timeAce Hardware - 4215 W Bay To Bay Blvd [Sales Associate / Team Member] As a Sales Associate at Ace Hardware, you'll: Assist customers throughout the store with personal, customized service based on the premise of amazing every customer, every time; Assist in the receiving, stocking, pricing of all merchandise; Help maintain a clean and orderly merchandise...
-
GDI - Area Sales Manager
1 month ago
Tampa, United States Great Day Improvements: A Family of Brands Full timeOverview As the Area Sales Manager, you will be responsible for leading efforts to meet or exceed company goals for profitable sales growth within a specified territory. THIS IS A WORKING, IN-FIELD ROLE. BASE + COMMISSIONIN HOME, ONE CALL CLOSE SALES PROCESS TRAINING EXPERIENCE REQUIREDMUST BE ABLE TO CONDUCT IN-FIELD TRAINING in the EVENING &...
-
Sales Associate
2 months ago
Tampa, United States Walmart Full timeWalmart - 6216 Elliot Dr - [Retail Sales / Store Associate / Team Member / from $14 to $26-hr] - As a Sales Associate at Walmart, you'll: Walk up to 5 miles each day while fulfilling online customer orders; Review customer orders, locate and select merchandise on the salesfloor; Ensure customer orders are filled accurately; Smile, greet, and thank customers...