Personal Banker Associate II - Greater Columbus Area
Core
A sales role focused on building relationships and selling deposits, loans, and fee-based services to existing and prospective retail and small business customers.
Role type
Retail Personal Banker (Sales)
Builds
Customer relationships and bank revenue through product sales and referrals
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales, financial needs assessment, cross-selling, relationship building, risk management, regulatory compliance (S.A.F.E. Act), basic math analysis
Preferred skills
financial industry experience
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Conduct financial needs assessments to identify customer goals; Proactively reach out to customers to set appointments for reviews; Cross-sell banking products to existing customers; Refer customers to Business Partners for holistic solutions; Meet individual and team production goals; Participate in consumer loan processing from application to closing.
Seniority
Entry-level / Associate