Personal Banker Associate II - Portage
Core
Sales position 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
Builds
Retail banking products and services for consumers and small businesses
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales, relationship building, risk management, consumer loan processing, bankcard process
Preferred skills
financial industry experience, advanced math functions for credit analysis
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; Proactively reach out to customers to set appointments for financial reviews; Cross-sell products to existing customer base and conduct outside sales activities; Establish relationships with Business Partners for referrals; Meet/exceed production goals and enhance revenue growth; Participate in consumer loan and bankcard processes from application to closing; Maintain confidentiality and adhere to bank policies and procedures.
Seniority
Entry-level to Mid-level, sales associate
