Personal Banker II - Donelson
Core
Retail Personal Banker II focused on sales development, relationship building, and cross-selling banking products to existing and prospective customers.
Role type
Retail Personal Banker II
Builds
Deposits, loans, fee-based services, and customer retention
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
Responsibilities
Build customer profiles and identify financial needs, recommend appropriate banking solutions, proactively reach out to customers for appointments, cross-sell to existing customer base, refer customers to Business Partners, meet production goals and enhance revenue growth, guide CSRs on sales processes, participate in consumer loan and bankcard processes, open/close Financial Centers as directed
Seniority
Entry-level to Mid-level, hands-on IC
