Retail Personal Banker - Cincinnati Westside
Core
Retail Personal Banker I focused on using consultative sales to acquire new households and deepen existing customer relationships through lobby leadership, aisle time, and tele-consulting.
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, consumer loan processing, bankcard process, risk management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions for credit analysis
Technologies
CAMP, NMLS, Financial Center P&L tools
Responsibilities
Identify and meet customer financial needs, recommend appropriate product solutions, cross-sell to existing customers, process consumer loans and bankcards, open/close Financial Centers, provide guidance to CSRs on sales processes, maintain confidentiality and adhere to ethical policies.
Seniority
Entry-level (requires 4-8 week onboarding)