Personal Banker I - New Lenox, IL
Core
Entry-level retail banker focused on sales development, relationship building, and cross-selling banking products to existing and prospective customers.
Role type
Entry-level IC retail banker
Builds
Retail banking products and services for consumer and small business customers
Domain
Banking / Retail Finance
Required skills
Consultative sales process, Financial Needs Assessment, cross-selling, outside sales activities, credit analysis, regulatory compliance (S.A.F.E. Act), risk management
Preferred skills
Financial industry experience, advanced math functions
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Build customer profiles and identify financial needs, proactively reach out to customers to set appointments, cross-sell to existing customer base, refer customers to Business Partners, meet production goals, participate in consumer loan and bankcard processes, maintain confidentiality and adhere to policies.
Seniority
Entry-level, IC