Personal Banker Associate I- FH- Ann Arbor
Core
A Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects, including acquiring new households and deepening existing relationships.
Role type
Retail Personal Banker I
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales activities, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
experience in the financial industry
Technologies
CAMP, NMLS
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile; Maintain an in-depth knowledge of Retail consumer and small business products/services; Utilize CAMP and other approved Marketing tools to proactively reach out to customers; Establish close working relationships with assigned Business Partners; Consistently meet/exceed customer experience and individual/team production goals; Provide guidance to CSRs with respect to the sales and referral process; Participate in the consumer loan and bankcard process; Adhere to established policies and procedures while opening/servicing the full range of Retail products.