Personal Banker II

• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Challenge daily key performance metrics while balancing priorities and providing a strong customer experience
• Perform other duties as assigned

• HS Diploma or equivalent
• Two years of retail banking sales experience or other relevant experience
• Reliable transportation
• Ability to work branch hours, including weekends and some evenings
• Ability to obtain NMLS registration within 90 days
• Ability to learn products, services, and procedures quickly and accurately
• Basic math skills and problem-solving ability within established risk parameters/tolerances
• Ability to build personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust
• Strong business development capabilities, including campaign offers, prospecting leads, service-to-sales conversations, and referral generation
• Ability to thrive in a high-energy, sales-driven team and use coaching and feedback
• Expert product knowledge and conversation skills
• Compelling communication and positive professional image
• Attention to detail when completing documents or explaining features and benefits
• Ability to coach others as a sales mentor
• College degree or military equivalent strongly preferred
• Bilingual ability is a bonus

Demonstrates strong business development capabilities, including prospecting, cross-selling, and referral generation in consumer lending. Possesses expert product knowledge and effective communication skills to build personal connections and provide exceptional customer experiences.

• Retail Banking Sales Experience
• NMLS Registration
• Business Development
• Customer Engagement
• Sales Mentorship

• Loan Pipeline Management
• Basic Math Skills
• Problem-Solving
• Cash Drawer Management
• Bank Documentation

• Compelling Communication
• Attention to Detail
• Customer Trust Building
• Coaching Ability
• Positive Professional Image

• NMLS Registration

• Consumer Lending
• Home Equity Loans
• Unsecured Personal Loans
• Auto Loans
• Mortgage Referrals