Personal Banker I - Berwyn, IL and surrounding areas (Spanish Speaking Preferred)
Core
Retail Personal Banker I focused on consultative sales to acquire new households and deepen existing customer relationships through lobby leadership, aisle time, and tele-consulting.
Role type
Retail Personal Banker I
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
financial industry experience, Spanish language proficiency
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify financial needs, recommend appropriate retail products, cross-sell to existing customers, participate in consumer loan process from application to closing, open/close Financial Center or Bank Mart, provide guidance to CSRs on sales and referral process, maintain confidentiality of business information
Seniority
Entry-level IC
