Float Personal Banker Associate I - West Region (South Elgin)
Core
A retail banking role focused on acquiring new households, deepening existing customer relationships, and cross-selling financial products through consultative sales and lobby leadership.
Role type
Retail Personal Banker I
Builds
Retail consumer and small business banking products
Domain
Banking / Financial Services
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan processing, bankcard process, risk management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions for credit analysis
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; maintain knowledge of retail products and recommend solutions; proactively reach out to customers to set appointments; cross-sell to existing base and conduct outside sales; establish relationships with Business Partners; meet production goals and enhance revenue growth; provide guidance to CSRs on sales processes; participate in consumer loan and bankcard processes; open/close Financial Centers or Bank Marts.
Seniority
Entry-level / Individual Contributor