Personal Banker Assoc. II - Maumee, OH
On-site · Maumee, Ohio, United States
Job Summary
Programmatic path to Retail Personal Banker II focused on consultative sales and relationship building. Responsibilities include using the Financial Needs Assessment to profile customers, cross-selling a full range of banking products and services, conducting outside sales activities such as community events and on-site presentations, coordinating with Mortgage/Small Business/Commercial partners, and maintaining customer experience with ethical, compliant service while adhering to bank policies. The role emphasizes sales development, deposits and loans promotion, and ongoing risk and policy adherence as part of a training/on-boarding sequence culminating in a professional Banking role.
Required Qualifications
- College degree or work experience equivalent
- S.A.F.E. Act registration
- NMLS MU4R registration
- ability to travel for training and within affiliate
- sales experience or aptitude in financial services
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