Personal Banker II
Core
Build and maintain long-lasting relationships with existing and prospective customers to address their financial needs through consultative sales and service.
Role type
Mid-level relationship banker
Builds
Customer financial solutions and relationships
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
consultative sales, relationship management, credit analysis, financial product knowledge, regulatory compliance (S.A.F.E. Act), proactive outreach
Preferred skills
financial industry experience, business acumen
Technologies
banking software, credit data systems
Responsibilities
cultivate and enhance relationships in assigned book of business, tailor recommendations based on customer needs, analyze customer credit data, collaborate with internal partners to resolve issues, provide customer support on technology and products, adhere to bank policies and ethical standards