Personal Banker II Associate - Milwaukee - Full Time
Core
A sales role focused on building relationships and selling deposits, loans, and fee-based services to existing and prospective retail and small business customers.
Role type
Retail Personal Banker II (Sales)
Builds
Customer relationships and bank revenue through product sales and referrals
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales, financial needs assessment, cross-selling, risk management, customer service, regulatory compliance (S.A.F.E. Act), basic math analysis
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Conduct financial needs assessments to identify customer goals; Proactively reach out to customers to set appointments for reviews; Cross-sell banking products to existing customers; Refer customers to Business Partners for holistic solutions; Meet production goals and enhance Financial Center P&L; Participate in consumer loan processes from application to closing.
Seniority
Entry-level to Mid-level, sales associate