Personal Banker II - New Lenox, IL and surrounding areas
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
Retail banking products and services
Domain
Banking / Financial Services
Required skills
consultative sales, financial needs assessment, cross-selling, customer relationship management, loan origination, risk management, regulatory compliance (S.A.F.E. Act), basic math analysis
Preferred skills
financial industry experience, small business banking knowledge
Technologies
CAMP, NMLS, banking core systems
Responsibilities
Conduct financial needs assessments to identify customer opportunities; cross-sell banking products to existing and prospective customers; originate consumer and bankcard loans; refer complex cases to business partners; maintain customer experience standards; adhere to risk management policies and procedures.
Seniority
Individual Contributor, Entry to Mid-level