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Atlantic Union Bank
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Personal Banker (Three Chopt Branch)
Atlantic Union Bank Palm Springs, CA
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$100k-133k (estimate)
Full Time 4 Days Ago
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Atlantic Union Bank is Hiring a Personal Banker (Three Chopt Branch) Near Palm Springs, CA

This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs.Position AccountabilitiesCreate customer loyalty through needs based conversations in order to deliver a differentiated customer experienceDevelop and maintain knowledge of bank products, services, including other lines of businessProficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment settingAcquire new customers through prospecting efforts while maintaining and deepening existing customer relationshipsStrong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goalsPromote the branchs overall growth through the development and retention of new and existing customersPartner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)Uncover and provide solutions for lending needsServe as a contact for customer problem resolution regarding deposit, credit, and other products and servicesReview individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goalsManage risk through adherence to all policies and procedures, demonstrating sound judgement within established limitsPerform complex branch operational duties as assignedAdhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bancshares BSA/AML Policy and Procedures.Ensure that all required training is successfully completedOther duties as assignedOrganizational RelationshipThis position reports to the assigned leader of the branch.Position QualificationsEducation & ExperiencePossess or be able to obtain an NMLS registrationHigh school diploma or equivalent required, associates degree preferredMinimum of 2 years experience in banking or financial services preferredMinimum of 2 years developing customer relationships, achieving sales/production goals, and building referral sources preferredMinimum of 1 year previous lending experience requiredKnowledge & SkillsExcellent oral and written communication skillsAbility to exercise sound business judgmentAbility to handle multiple tasks with attention to detailsFlexible, able to adapt to changeShifts may vary for each position offering, depending on business needSalary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.#J-18808-Ljbffr

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Job Summary

JOB TYPE

Full Time

SALARY

$100k-133k (estimate)

POST DATE

04/28/2024

EXPIRATION DATE

05/14/2024

WEBSITE

atlanticunionbank.com

HEADQUARTERS

Richmond, VA

SIZE

200 - 500

INDUSTRY

Consumer Services

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The following is the career advancement route for Personal Banker (Three Chopt Branch) positions, which can be used as a reference in future career path planning. As a Personal Banker (Three Chopt Branch), it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker (Three Chopt Branch). You can explore the career advancement for a Personal Banker (Three Chopt Branch) below and select your interested title to get hiring information.

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

03/04/2022: Fayetteville, NC

Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College