Personal Banker at Monterey
Posted on: 14 Oct 2021
Monterey, CA
Job Description
What we can offer you:
$2500 Signing Bonus
Health, Dental, Vision and Life Insurance
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
Comerica Funded Retirement Plan and 401(K) Matching
Tuition Assistance — Full Time Only
The opportunity for career advancement
Summary
The Personal Banker focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker maintains focus on acquiring new customers and deepening existing customer relationships through a variety of activities. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Position Responsibilities:
Use consultative sales process for new and existing customers to identify current and future potential financial needs, with a focus on cross-selling Comerica’s various product offerings.
Always do the right thing for customers and colleagues to ensure a positive customer experience.
Establish close working relationships with business partners to maximize customer relationship with Comerica Bank.
Control losses by following policies and procedures.
Utilizes approval authority for approving transactions.
Provide transactional customer service, and process deposits, withdrawals, and payments.
Respond with confidence to customer questions; follow through and own customer issues.
Maintain knowledge on all policies, procedures, and products.
This position’s work schedule may require frequent Saturday rotations and requires the lifting and movement of currency/coin packages weighing up to 25 pounds.
Position Qualifications:
High School Diploma/GED and 2 years of Customer Service experience
1 year of experience in Retail or Financial sales OR 1 year of experience in Consumer/Business sales development experience
1 year of experience utilizing Microsoft Office Products including Word, Excel, and Power Point
Preferred Qualifications:
Associate’s degree from accredited college OR 60 college credits
Comerica
Dallas, TX
Comerica Incorporated, through its subsidiaries, provides various financial products and services. It operates through three segments: Business Bank, Retail Bank, and Wealth Management. The Business Bank segment offers various products and services, including commercial loans and lines of credit, deposits, cash management, capital market products, international trade finance, letters of credit, foreign exchange management services, and loan syndication services middle market businesses, multinational corporations, and governmental entities.
The Retail Bank segment provides personal financial services, such as consumer lending, consumer deposit gathering, and mortgage loan origination. It also offers various consumer products that include deposit accounts, installment loans, credit cards, student loans, home equity lines of credit, and residential mortgage loans. The Wealth Management segment provides products and services comprising fiduciary, private banking, retirement, investment management and advisory, and investment banking and brokerage services.
It also sells annuity products; and life, disability, and long-term care insurance products. The company also engages in the securities portfolio, and asset and liability management activities. It operates in Texas, California, and Michigan, as well as in Arizona and Florida, Canada, and Mexico. The company was formerly known as DETROITBANK Corporation and changed its name to Comerica Incorporated in July 1982. Comerica Incorporated was founded in 1849 and is headquartered in Dallas, Texas.
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IndustryBanking/Financial Services
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No. of Employees7,573
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Website
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Jobs Posted222
