Personal Banker Associate II – Woodridge Main
Core
Build and maintain long-lasting relationships with existing and prospective customers to understand and address their financial needs through consultative sales and service.
Role type
Personal Banker Associate
Builds
Customer financial solutions and banking relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
consultative sales, customer relationship management, credit analysis, financial product knowledge, proactive outreach, ethical decision making
Preferred skills
financial industry experience, business acumen
Technologies
banking software, credit data systems
Responsibilities
Cultivate and enhance relationships in an assigned book of business; Uncover customer needs and tailor recommendations; Analyze customer credit data to align solutions; Collaborate with internal partners to resolve problems; Provide customer support on technology and products; Follow bank policies and code of conduct.
Seniority
Entry-level to Mid-level, individual contributor