Personal Banker - Dayton Southeast Region
Core
Retail Personal Banker focused on using 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 processing, bankcard process, risk management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions for credit analysis
Technologies
CAMP, NMLS
Responsibilities
Identify and meet financial needs of customers or prospects, maintain in-depth knowledge of retail products to recommend solutions, proactively reach out to customers to set appointments for financial reviews, cross-sell to existing customer base and engage in outside sales activities, establish relationships with Business Partners to refer customers for holistic solutions, meet customer experience and production goals, provide guidance to CSRs on sales and referral process, participate in consumer loan and bankcard processes from application to closing, open/close Financial Centers or Bank Marts, mitigate fraudulent activity and unnecessary risk.
Seniority
Entry-level (Retail Personal Banker I)
