Retail Personal Banker Associate II - Clearing
Core
Sales role focused on deposit growth, loan origination, and fee-based services for retail consumers and small businesses.
Role type
Retail Personal Banker II (Associate II - Clearing)
Builds
Retail banking products and services
Domain
Banking / Financial Services
Required skills
consultative sales, financial needs assessment, cross-selling, loan origination, risk management, customer relationship building, regulatory compliance (S.A.F.E. Act), basic financial analysis
Preferred skills
financial industry experience, advanced math functions
Technologies
CAMP, NMLS, banking core systems
Responsibilities
Conduct financial needs assessments to identify customer opportunities; cross-sell banking products to existing and prospective customers; originate consumer loans from application to closing; refer customers to specialized business partners; maintain production goals and revenue growth; adhere to risk management policies and procedures.
Seniority
Entry-level to Junior, individual contributor