Personal Banker Associate II - East Side
Core
Sales position focused on developing relationships and selling a full range of banking products (deposits, loans, fee-based services) to existing and prospective customers.
Role type
Retail Personal Banker
Builds
Customer relationships and bank revenue through product sales and referrals
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
Responsibilities
Use consultative sales process to identify customer financial needs; maintain knowledge of retail products to recommend solutions; proactively reach out to customers to set appointments; cross-sell to existing base and conduct outside sales; refer customers to Business Partners for holistic solutions; meet production goals and enhance revenue growth; guide CSRs on sales process; participate in consumer loan and bankcard processes; adhere to risk mitigation policies.
Seniority
Entry-level / Associate