Personal Banker Associate II - Westgate
Core
Sales role focused on deposit growth, loan origination, and fee-based services for retail consumers and small businesses.
Role type
Retail Personal Banker
Builds
Customer relationships and financial product portfolios
Domain
Banking / Retail Finance
Required skills
consultative sales, financial needs assessment, cross-selling, loan origination, risk management, regulatory compliance (S.A.F.E. Act), customer relationship management
Preferred skills
financial industry experience, advanced math analysis
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Conduct financial needs assessments to identify customer goals; cross-sell banking products to existing and prospective customers; originate consumer loans from application to closing; maintain compliance with risk policies and fraud mitigation procedures; refer complex cases to business partners; meet production and customer experience goals.
Seniority
Entry-level to Junior, sales-focused IC
