Personal Banker Associate II - Stadium
Core
A sales-focused role dedicated to building customer relationships and driving revenue growth through the promotion of deposits, loans, and fee-based services.
Role type
Retail Personal Banker II (Sales)
Builds
Production of deposits, loans, and fee-based banking products
Domain
Banking / Retail Finance
Required skills
Consultative sales process, Financial Needs Assessment, cross-selling, outside sales, credit analysis, regulatory compliance (S.A.F.E. Act), risk management
Preferred skills
Financial industry experience, advanced math functions
Technologies
CAMP, NMLS
Responsibilities
Conduct Financial Needs Assessments to identify customer financial needs; Proactively reach out to customers using marketing tools to set appointments; Cross-sell banking products to existing and prospective customers; Manage the consumer loan and bankcard process from application to closing; Provide guidance to Customer Service Representatives on sales and referral processes; Maintain confidentiality and adhere to bank policies and risk management procedures.
Seniority
Entry-level to Mid-level, individual contributor
