Personal Banker II - Chicago, IL (Lakeview)
Core
Retail Personal Banker II focused on sales development and relationship building through the promotion of deposits, loans, and fee-based services to existing and prospective customers.
Role type
Retail Personal Banker II
Builds
Retail 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, credit analysis, risk management, customer relationship management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Build customer profiles and identify financial needs, recommend appropriate banking solutions, proactively reach out to customers for appointments, cross-sell to existing customer base, establish relationships with Business Partners, meet production goals, provide guidance to CSRs, participate in consumer loan and bankcard processes.
Seniority
Entry-level to Mid-level (requires 4-8 week onboarding)