Personal Banker Associate II - Lynhurst and Washington
On-site · Indianapolis, Indiana, United States
Job Summary
Retail Personal Banker II (career-path program to Retail Personal Banker) focused on sales development and relationship building. Through a 4-8 week onboarding and education program with rotations in Operations and Sales & Service, candidates will gain consultative sales skills to promote deposits, loans, and fee-based services while delivering exceptional customer care. Responsibilities include building customer profiles via Financial Needs Assessments, leveraging CAM and other Marketing tools to schedule financial reviews, cross-selling to an existing customer base, engaging in outside sales activities, collaborating with Mortgage/Small Business/Commercial teams, and upholding risk management and ethical standards. The role emphasizes meeting/exceeding sales and customer experience goals, maintaining confidentiality, and adhering to policies; NMLS/S.A.F.E. Act registration is required. Location: Indianapolis, IN. Travel for training and scheduling flexibility is required.
Required Qualifications
- College degree or work experience providing transferrable skills or combination of education and experience.
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