Personal Banker Associate - Bellaire
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, outside sales, consumer loan processing, risk management, advanced math analysis, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; Maintain knowledge of retail products and recommend solutions; Proactively reach out to customers to set appointments for financial reviews; Engage in outside sales activities and community events; Establish relationships with Business Partners and refer customers; Meet production goals and enhance revenue growth; Provide guidance to CSRs on sales and referral processes; Participate in consumer loan and bankcard processes from application to closing; Open/close Financial Centers or Bank Marts as directed.