Personal Banker Associate I - Orland Park
Core
A Financial Center position focused on using consultative sales to acquire new households and deepen existing customer relationships through lobby leadership, aisle time, and tele-consulting.
Role type
Retail Personal Banker I
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
financial industry experience
Technologies
CAMP
Responsibilities
Use consultative sales process to identify customer financial needs; recommend appropriate retail products; proactively reach out to customers to set appointments; cross-sell to existing customer base; refer customers to Business Partners; meet production goals; guide CSRs on sales process; participate in consumer loan process from application to closing; open/close Financial Center or Bank Mart.
Seniority
Entry-level IC