Personal Banker I - Woodridge, IL
Core
Retail Personal Banker I focused on using consultative sales to acquire new households and deepen existing customer relationships through lobby leadership, aisle time, and tele-consulting.
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 and bankcard process, risk management, advanced math functions
Preferred skills
financial industry experience, S.A.F.E. Act registration
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process and Financial Needs Assessment to build customer profiles; Maintain knowledge of Retail products and recommend solutions; Utilize marketing tools to reach out and set appointments; Engage in outside sales activities and community events; Establish relationships with Business Partners and refer customers; Meet customer experience and production goals; Provide guidance to CSRs on sales and referral process; Participate in consumer loan and bankcard process from application to closing; Open/close Financial Center or Bank Mart as directed.
Seniority
Entry-level (requires 4-8 week onboarding)