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
Builds
Customer financial solutions and banking services
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
consultative sales, relationship management, credit analysis, financial product knowledge, proactive outreach, regulatory compliance
Preferred skills
financial industry experience, business acumen
Technologies
NMLS, banking software platforms
Responsibilities
Cultivate and enhance relationships in an assigned book of business, tailor recommendations to customer needs, analyze customer credit data, collaborate with internal partners to resolve issues, provide customer support on technology usage, adhere to code of conduct and risk policies
Seniority
Entry-level to Mid-level