Personal Banker II - Bethelview DeNovo
Core
Retail Personal Banker focused on sales development, relationship building, and cross-selling banking products to existing and prospective customers.
Role type
Retail Personal Banker II
Builds
Deposits, loans, fee-based services, and customer retention
Domain
Banking / Retail Finance
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, advanced math functions
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Build customer profiles and identify financial needs, recommend appropriate banking solutions, proactively reach out to customers for appointments, cross-sell to existing customer base, refer customers to Business Partners, meet production goals, guide CSRs on sales process, participate in loan application through closing process, maintain confidentiality and adhere to policies.
Seniority
Entry-level to Mid-level (requires 4-8 week onboarding)