Personal Banker II

Build customer relationships and recommend and sell banking products and services Identify customer needs and offer financial solutions Ask personalized questions to understand customers’ financial goals Create and manage a loan pipeline with strong closing conversions Prospect and cross-sell home equity loans and lines of credit, 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 competing priorities and delivering a strong customer experience Coach others as a sales mentor Perform other duties as assigned Requirements 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 a NMLS registration within 90 days Ability to learn products, services, and procedures quickly and accurately Basic math skills and ability to problem solve within established risk parameters/tolerances Demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships Strong business development capabilities for growing a personal book of business Ability to use campaign offers, prospecting leads, service-to-sales conversations, and centers of influence for referrals Ability to thrive in a high-energy, sales-driven team and leverage coaching and feedback Expert product knowledge and conversation skills Compelling communication and positive image Problem-solving ability Attention to detail when completing documents or explaining features and benefits College degree or military equivalent strongly preferred Bilingual skills are a bonus Core Competencies Demonstrates strong customer relationship management and sales skills, with a focus on identifying financial solutions and managing a loan pipeline. Possesses expert product knowledge and the ability to coach others while thriving in a sales-driven environment. Highest-signal resume keywords Retail Banking Sales Experience NMLS Registration Business Development Capabilities Problem-Solving Ability Bilingual Skills Hard Skills Loan Pipeline Management Financial Solutions Basic Math Skills Document Completion Sales Metrics Achievement Soft Skills Customer Engagement Coaching and Mentoring Compelling Communication Attention to Detail Relationship Building Certifications & Qualifications NMLS Registration Industry Keywords Consumer Lending Home Equity Loans Unsecured Personal Loans Auto Loans Mortgage Referrals #J-18808-Ljbffr