Personal Banker I - Palatine, IL
Core
A Retail Personal Banker I who uses a consultative sales process 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 and bankcard process, risk management, advanced math functions
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process and Financial Needs Assessment to build customer profiles; Maintain knowledge of retail products and recommend solutions; Utilize marketing tools to reach out and set appointments; Engage in outside sales activities and community events; Establish relationships with Business Partners and refer customers; Meet customer experience and production goals; Provide guidance to CSRs on sales and referral processes; Participate in consumer loan and bankcard processes from application to closing; Open/close Financial Centers or Bank Marts as directed.
Seniority
Entry-level, individual contributor
