Personal Banker Associate II - Lawrence
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
Builds
Banking products and services (deposits, loans, fee-based services)
Domain
Banking / Retail Finance
Required skills
Consultative sales process, Financial Needs Assessment, cross-selling, outside sales activities, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
Financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Build customer profiles and identify financial needs, recommend appropriate banking solutions, proactively reach out to customers to set appointments, cross-sell to existing customer base, refer customers to Business Partners, meet production goals, provide guidance to CSRs, participate in loan application through closing process, maintain confidentiality and adhere to policies.
Seniority
Entry-level / Associate