Personal Banker Associate I - Bloomington Main
Core
Entry-level retail banker focused on acquiring new households, deepening customer relationships, and cross-selling financial products via consultative sales.
Role type
Retail Personal Banker I (Associate)
Builds
Retail consumer and small business banking products
Domain
Banking / Financial Services
Deliverable
product features
Required skills
consultative sales, Financial Needs Assessment, cross-selling, consumer loan processing, bankcard process, risk management, regulatory compliance (S.A.F.E. Act), basic math analysis
Preferred skills
financial industry experience, outside sales activities
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Use consultative sales process to identify customer financial needs; maintain knowledge of retail products and recommend solutions; reach out to customers to set appointments for financial reviews; cross-sell to existing customers 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; mitigate fraudulent activity and risk.
Seniority
Entry-level / Associate