Retail Personal Banker
Core
Retail Personal Banker I focused on acquiring new households and deepening existing customer relationships through consultative sales, lobby leadership, and tele-consulting.
Role type
Retail Personal Banker I (entry-level IC)
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
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
Responsibilities
Use consultative sales process to identify customer financial needs; recommend appropriate retail products; cross-sell to existing customers; process consumer loans and bankcards; maintain lobby leadership or aisle time; refer customers to Business Partners; meet production goals and enhance revenue growth.
Seniority
Entry-level, requires 9-week onboarding program