Personal Banker Associate Ii - East/central Columbus

563

Columbus, Ohio, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process expertise
Financial needs assessment skills
Cross-selling to existing customers
This role focuses on developing relationships and selling a full range of banking products including deposits, loans, and fee-based services

Job Summary

  • This role focuses on developing relationships and selling a full range of banking products including deposits, loans, and fee-based services.
  • Candidates must utilize the consultative sales process and Financial Needs Assessment to build thorough customer profiles and identify future financial needs.
  • The position requires adherence to the Bancorp Code of Business Conduct and Ethics while maintaining confidentiality and managing risk effectively.

Matching Summary

This role focuses on developing relationships and selling a full range of banking products including deposits, loans, and fee-based services.

Salary

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

Skills & Requirements

Must-have

  • Consultative sales process expertise
  • Financial needs assessment skills
  • Cross-selling to existing customers
  • Risk management and compliance adherence
  • Customer experience enhancement

Nice-to-have

  • Small business product knowledge
  • Community financial literacy event participation
  • Collaboration with mortgage and investment partners
  • Friendly and professional demeanor
  • Confidence in resolving customer issues

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