Personal Banker Associate - Lansing
Core
Retail Personal Banker focused on consultative sales, acquiring new households, deepening customer relationships, and processing transactions.
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 processing, risk management, advanced math analysis
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; recommend appropriate retail products; cross-sell to existing customers; process consumer loans from application to closing; maintain Financial Center operations; provide guidance to CSRs on sales processes.
Seniority
Entry-level (requires 9-week onboarding program)
