Personal Banker Associate II - Harrison, OH
Core
Sales position focused on developing relationships and selling a full range of banking products (deposits, loans, fee-based services) to existing and prospective customers.
Role type
Retail Personal Banker II
Builds
Customer relationships and bank revenue through cross-selling and outside sales activities
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales, credit analysis, risk management, customer service, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience
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 to existing customer base and conduct outside sales activities; refer customers to Business Partners for holistic solutions; meet/exceed production goals and enhance revenue growth; participate in consumer loan and bankcard processes from application to closing; maintain confidentiality and adhere to ethical policies.
Seniority
Individual Contributor