Personal Banker Associate II - Romeoville - Full-Time
Core
A sales role focused on building relationships, selling deposits and loans, and cross-selling banking products to existing and prospective customers.
Role type
Retail Personal Banker (Sales)
Builds
Deposit accounts, consumer loans, and fee-based services
Domain
Banking / Retail Finance
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, relationship building, credit analysis, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions
Technologies
CAMP, NMLS
Responsibilities
Conduct financial needs assessments to identify customer goals; proactively reach out to customers to set appointments for reviews; cross-sell products to existing customers; refer customers to Business Partners for holistic solutions; own sourced loans from application through closing; maintain confidentiality and adhere to risk policies.
Seniority
Entry-level to Mid-level (Associate II)