Personal Banker Associate II
Core
Sales role focused on deposit growth, loan origination, and fee-based services for retail consumers and small businesses.
Role type
Retail Personal Banker II (Sales)
Builds
Customer relationships and financial product portfolios
Domain
Banking / Retail Finance
Required skills
consultative sales, Financial Needs Assessment, cross-selling, outside sales, credit analysis, loan origination, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Conduct Financial Needs Assessments to identify customer financial needs; Proactively reach out to customers to set appointments for financial reviews; Cross-sell banking products to existing customers; Originate consumer loans from application through closing; Refer customers to Business Partners for holistic solutions; Meet individual and team production goals.
Seniority
Individual Contributor
