Personal Banker II
$33,920–$59,760 year
On-site · Abilene, Texas, United States
Job Summary
As a Personal Banker II, you’ll engage customers with personalized questions to uncover financial goals and connect them to suitable solutions, including home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals. You will actively create and manage a loan pipeline, prospect through networking and service-to-sales conversations, and source consumer lending opportunities via campaigns and centers of influence. You’ll learn banking products, processes, and documentation, handle transactions and cash drawers in compliance with legal standards, and strive to achieve strong closing conversions while delivering an exceptional customer experience. You’ll also coach others as a sales mentor, demonstrate attention to detail in documents, and collaborate to grow your personal book of business through proactive relationship building.
Required Qualifications
- HS Diploma or equivalent
- two years of retail banking sales experience or other relevant experience
- ability to obtain a NMLS registration within 90 days
- ability to learn products, services, and procedures quickly
- strong business development capabilities
- bilingual (bonus)
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