Personal Banker Associate II - 26 Mile Van Dyke
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 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 activities, 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 using marketing tools to set appointments, cross-sell products to existing customers, refer customers to Business Partners for holistic solutions, own sourced loans from application through closing, maintain confidentiality and adhere to bank policies.
Seniority
Individual Contributor
