Personal Banker Associate II - Liberty Twp BM
Core
Sales role focused on developing relationships and selling deposits, loans, and fee-based services to existing and prospective retail and small business customers.
Role type
Retail Personal Banker (Sales)
Builds
Deposit accounts, consumer and small business loans, and fee-based banking products
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
Conduct Financial Needs Assessments to identify customer financial needs, proactively reach out to customers using marketing tools to set appointments, cross-sell products to existing customers, refer customers to Business Partners for holistic solutions, own sourced loans from application through closing, maintain confidentiality and adhere to risk policies
Seniority
Entry-level to Mid-level (Associate II)
