Personal Banker Associate II
Core
Sales position focused on sales development and relationship building through the promotion of deposits, loans, fee-based services, and customer retention.
Role type
Retail Personal Banker II
Builds
Retail banking products and services for consumer and small business customers
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales activities, risk management, advanced math functions, regulatory compliance (S.A.F.E. Act)
Preferred skills
experience in the financial industry
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to build customer profiles and identify financial needs; maintain knowledge of retail products and recommend solutions; proactively reach out to customers using marketing tools; engage in outside sales activities and community events; establish relationships with Business Partners for referrals; meet production goals and enhance revenue growth; provide guidance to CSRs on sales processes; participate in consumer loan and bankcard processes; adhere to bank policies and risk mitigation procedures.
Seniority
Entry-level to Mid-level, sales associate