Personal Banker II- Milford
Core
Build and maintain long-lasting relationships with existing and prospective customers to address their financial needs through consultative sales and service.
Role type
Personal Banker
Builds
Customer financial solutions and banking products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, relationship management, credit analysis, financial information analysis, product knowledge, proactive outreach, ethical decision-making
Preferred skills
financial industry experience, sales environment experience
Technologies
banking software, credit data systems
Responsibilities
cultivate and enhance relationships in an assigned book of business, tailor recommendations based on customer needs, analyze customer credit data, collaborate with internal partners to resolve problems, provide customer support on technology, follow bank policies and code of conduct
Seniority
Entry-level to Mid-level