Personal Banker SAFE Act - Reston Branch

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products

Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program

Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers

Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience

Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals

Recognize transaction needs of clients, educate …