Personal Banker II - Kedron Village
Core
Sales position focused on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention.
Role type
Retail Personal Banker II
Builds
Retail banking products and services for consumer and small business customers
Domain
Banking / Financial Services
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales activities, credit analysis, regulatory compliance (S.A.F.E. Act), risk management
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Build customer profiles and identify financial needs, recommend appropriate banking solutions, proactively reach out to customers to set appointments, cross-sell to existing customer base, refer customers to Business Partners, meet production goals, guide CSRs on sales process, participate in consumer loan and bankcard processes, open/close Financial Centers as directed
Seniority
Entry-level to Mid-level (requires 4-8 week onboarding)