Personal Banker Associate I- Stadium ( Ann Arbor)
Core
Entry-level retail banker focused on acquiring new households, deepening customer relationships, and cross-selling financial products via consultative sales.
Role type
Junior IC retail banker (personal banker)
Builds
Retail consumer and small business products/services
Domain
Banking / Financial Services
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan processing, risk management, advanced math functions, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; maintain knowledge of retail products and recommend solutions; reach out to customers to set appointments for financial reviews; cross-sell to existing customers and engage in outside sales activities; establish relationships with Business Partners; meet customer experience and production goals; provide guidance to CSRs on sales and referral processes; participate in consumer loan and bankcard processes; open/close Financial Centers or Bank Marts.
Seniority
Entry-level, trainee