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 IC)
Builds
Retail banking products (deposits, loans, cards) and fee-based services
Domain
Retail Banking / Consumer Finance
Required skills
consultative sales, financial needs assessment, cross-selling, outside sales, credit analysis, loan origination, customer relationship management, regulatory compliance (S.A.F.E. Act), risk management
Preferred skills
financial industry experience, advanced math functions
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Conduct financial needs assessments to identify customer goals; cross-sell banking products to existing and prospective customers; originate consumer loans from application to closing; refer customers to specialized business partners; meet production goals and enhance Financial Center P&L; maintain confidentiality and adhere to risk policies.
Seniority
Individual Contributor, Entry-to-Mid Level
