Personal Banker II
$44,685–$65,736 year
On-siteSnyder, Texas, United States
Job Summary
Ask personalized questions to convert every customer interaction into an opportunity to learn about financial goals and connect them to solutions. Individually create and manage a successful loan pipeline by focusing on prospecting and cross-selling home equity loans, lines of credit, unsecured personal loans, auto loans, and mortgage referrals. Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing. Learn transactions, manage a cash drawer, and complete bank documentation consistently according to industry and legal standards. Challenge daily key performance metrics while balancing competing priorities to provide the unparalleled customer experience.
Required Qualifications
- 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
- Basic math skills
- Ability to problem solve while operating 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 proactively growing your own personal book of business by successfully using campaign offers, prospecting leads, service-to-sales conversations as well as leveraging centers of influence for referrals
- Ability to thrive in a high-energy, sales-driven team
- Ability to leverage daily coaching and feedback to polish your sales outcomes
- Ability to use expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
- Ability to communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
- Ability to demonstrate attention to detail whether completing documents or explaining features and benefits
- Ability to enjoy coaching others as a sales mentor
Desired Qualifications
- College degree or military equivalent
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