Personal Banker Associate II - Fort Worth, TX (Sundance Square FC)
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 / Financial Services
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales, credit analysis, risk management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Build customer profiles and identify financial needs; 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 and bankcard processes; maintain confidentiality and adhere to ethical policies.