Retail Personal Banker II - CHICAGO, IL (Lincoln Square)
Core
Sales position focused on developing relationships and selling a full range of banking products (deposits, loans, fee-based services) to existing and prospective customers.
Role type
Retail Personal Banker II
Builds
Customer relationships and bank revenue through cross-selling and outside sales activities
Domain
Banking / Retail Finance
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales, risk management, advanced math functions, regulatory compliance (S.A.F.E. Act)
Preferred skills
experience in the financial industry
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; maintain knowledge of retail products to recommend solutions; proactively reach out to customers to set appointments; engage in outside sales activities; establish relationships with Business Partners for referrals; meet production goals and enhance revenue growth; provide guidance to CSRs on sales process; participate in consumer loan and bankcard processes; adhere to bank policies and procedures.
Seniority
Entry-level to Mid-level (requires 4-8 week onboarding program)