Retail Personal Banker ll - Cincinnati Westside
Core
Sales role focused on deposit growth, loan origination, and fee-based services for retail consumers and small businesses.
Role type
Retail Personal Banker II
Builds
Customer relationships and bank revenue through cross-selling and outside sales activities
Domain
Banking / Retail Finance
Required skills
consultative sales, Financial Needs Assessment, cross-selling, outside sales, credit analysis, regulatory compliance (S.A.F.E. Act), risk management
Preferred skills
financial industry experience, advanced math functions
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Conduct Financial Needs Assessments to identify customer needs, proactively reach out to customers using marketing tools, engage in outside sales and community events, refer customers to Business Partners, own sourced loans from application to closing, maintain confidentiality and adhere to risk policies
Seniority
Entry-level to Mid-level (requires 4-8 week onboarding)