Personal Banking Representative I - First American Bank - Cape Coral, FL

Personal Banking Representative I - First American Bank - Cape Coral, FL -

Abstract: This place serves the bank’s retail banking buyer base with monetary services that assist clients succeed.

Important Duties and Obligations: Different duties could also be assigned.

Enterprise and Relationship Constructing

• Prepares and compiles new buyer software and knowledge to open new banking deposit accounts and IRAs.


• Participates in bank methods to generate deposits in accordance with bank objectives.


• Evaluates wants of potential retail clients and provides applicable monetary services. Promotes and cross-sells different banking, mortgage, and wealth management services as applicable to buyer necessities.


• Retains shoppers knowledgeable of standing or enhancements to account, and works to resolve any account points.


• Responds in a well timed, skilled, and confidential method to shopper account inquiries and questions.


• Proactively addresses account danger management points and unfavourable account exercise.

Procedural/Operational

• Chargeable for compliant account opening course of for deposit accounts, together with full shopper on-boarding expertise.


• Offers ongoing service to present clients to construct goodwill and achieve further enterprise.


• Participates in bank sales planning techniques to drive new enterprise.


• Retains account holders knowledgeable of any points with account. Addresses any adverse account exercise in knowledgeable and proactive method.


• Offers again-as much as Monetary Providers Representatives as wanted.

Schooling/Expertise: Affiliate’s diploma or equal from two-yr school or technical faculty; plus six months to at least one yr associated expertise and/or coaching; or equal mixture of schooling, expertise, and sales potential.

First American Bank is an Affirmative Motion and Equal Alternative Employer. All candidates will obtain consideration for employment with out regard to race, shade, faith, gender, age, nationwide origin, sexual orientation, gender id, incapacity, standing as a Vietnam period, particular disabled, or different protected veteran, or different protected class.

Job Sort: Full-time

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Please evaluate all software directions earlier than making use of to First American Bank.

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