Personal Banking Spclst NMLS - Waunakee

Manages, retains and deepens a dedicated portfolio of Premier Consumer Retail Branch customers. Actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services. Proactively generates qualified referrals to Private Banking, Financial Advisors, Business Specialists, and others. Handles complex customer service issues in absence of or as directed by branch manager. Converts service opportunities into sales events.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
Associate's degree, or equivalent work experience
Three or more years of job-related sales experience, preferably in a banking environment
Preferred Skills/Experience
Proven sales experience and specialized product expertise in consumer lending, small business and overall financial planning
Comprehensive knowledge of retail product philosophy, policy, procedures, documentation and systems
Thorough understanding of banking operations, product knowledge, sales, and new business development
Excellent customer service/relations and community relations
Strong interpersonal, verbal and written communication skills
Ability to identify and resolve/escalate problems
Certification in Know Your Customer (KYC) and proven success in recommending valued financial solutions to customers

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