Retail Personal Banker Associate Ii -lincolnton And Surrounding Areas

563

Lincolnton, North Carolina, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process
Financial needs assessment
Cross-selling banking products
The role focuses on developing relationships and selling a full range of banking products including deposits, loans, and fee-based services to meet customer needs

Job Summary

  • The role focuses on developing relationships and selling a full range of banking products including deposits, loans, and fee-based services to meet customer needs.
  • Candidates must utilize the consultative sales process and Financial Needs Assessment to build thorough customer profiles and identify future financial requirements.
  • The position requires adherence to strict ethical standards and policies while actively managing risks to ensure a positive customer experience.

Matching Summary

The role focuses on developing relationships and selling a full range of banking products including deposits, loans, and fee-based services to meet customer needs.

Salary

Base salary reflective of pay grade range; Individual salaries vary based on skills, experience, education, and location; Comprehensive benefits included.

Skills & Requirements

Must-have

  • Consultative sales process
  • Financial needs assessment
  • Cross-selling banking products
  • Risk management and compliance
  • Customer relationship building

Nice-to-have

  • Friendly and helpful demeanor
  • Professional verbal communication
  • Community financial literacy events
  • Holistic financial solutions approach

Key Requirements

  • College degree or transferrable work experience
  • S.A.F.E. Act registration via NMLS
  • Understanding of advanced math functions for credit analysis
  • Experience in financial industry preferred

Work Rights

Not specified

Tailored Resume

Cover Letter