Personal Banker II - Merchants Walk
Core
Sales role focused on developing relationships and selling deposits, loans, and fee-based services to existing and prospective retail and small business customers.
Role type
Retail Personal Banker II (Sales)
Builds
Customer relationships and bank revenue through product sales and referrals
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales, credit analysis, regulatory compliance (S.A.F.E. Act), risk management
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Conduct Financial Needs Assessments to identify customer needs; Proactively reach out to customers to set appointments for financial reviews; Cross-sell banking products to existing customers; Refer customers to Business Partners for holistic solutions; Own sourced loans from application through closing; Meet individual and team production goals.
Seniority
Individual Contributor, Entry to Mid-level
