Personal Banker Associate II
Core
Build and maintain long-lasting relationships with existing and prospective customers to address their financial needs through consultative sales and service.
Role type
Associate-level Personal Banker
Builds
Customer financial solutions and banking products
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
consultative sales, customer relationship management, credit analysis, financial product knowledge, proactive outreach, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience
Technologies
NMLS, banking software platforms
Responsibilities
cultivate and enhance relationships in an assigned book of business, tailor recommendations based on customer needs, analyze customer credit data, collaborate with internal partners to resolve issues, provide customer support on technology usage, adhere to code of conduct and risk policies
Seniority
Associate, entry-level IC