Personal Banker II - GA East Region (Milton and Alpharetta, GA)
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
Deliverable
product features
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
Use consultative sales process to build customer profiles and identify financial needs; Maintain knowledge of retail products and recommend solutions; Proactively reach out to customers using marketing tools to set appointments; Engage in outside sales activities and community events; Establish relationships with Business Partners for referrals; Meet/exceed customer experience and production goals; Provide guidance to CSRs on sales and referral process; Participate in consumer loan process from application to closing; Adhere to policies and procedures to mitigate risk.