Float Personal Banker 1 - Central Charlotte Area
Core
Provide excellent customer care, handle daily transactions, and resolve inquiries at various Financial Centers.
Role type
Retail banking teller / personal banker
Builds
Retail banking services and products
Domain
Banking / Financial Services
Deliverable
product features
Required skills
cash handling, advanced math, customer service, sales referrals, retail product knowledge, policy compliance, problem resolution, team collaboration
Preferred skills
NMLS registration, flexibility in scheduling
Technologies
NMLS, internal banking platforms, dashboards
Responsibilities
Process daily transactions and resolve customer inquiries, promote good customer experience through friendly demeanor and problem resolution, maintain confidentiality and adhere to bank policies, handle consumer and business customer problems professionally, meet or exceed sales referral targets, utilize tools for tracking referral progression, maintain knowledge of retail products and procedures, work in a team environment with flexibility in scheduling.
Seniority
Entry-level to Junior, individual contributor