Personal Banker Associate II - Gainesville, FL
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
Deliverable
product features
Required skills
consultative sales, financial needs assessment, cross-selling, consumer loan origination, risk management, regulatory compliance (S.A.F.E. Act), relationship building
Preferred skills
financial industry experience, advanced math analysis
Technologies
CAMP, NMLS
Responsibilities
Conduct financial needs assessments to identify customer goals; cross-sell banking products to existing and prospective customers; originate and close consumer loans; refer customers to specialized business partners; maintain production goals and revenue growth; adhere to risk management policies and procedures.
