Personal Banker Associate II - West Lansing
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
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, risk management, customer retention
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; Proactively reach out to customers via marketing tools to set appointments; Cross-sell products to existing customers and conduct outside sales events; Refer customers to Business Partners for holistic solutions; Own sourced loans from application through closing; Meet production goals and enhance Financial Center P&L; Provide guidance to CSRs on sales processes.
Seniority
Individual Contributor, Entry-to-Mid Level