Personal Banker Associate Ii - Keystone

563

Indianapolis, Indiana, US
Base salary reflective of pyy grade range; individ...
Onsite
Consultative sales process
Financial needs assessment
Cross-selling banking products
The role focuses on developing relationships and selling a full range of banking products including deposits, loans, and fee-based services to meet customer needs

Job Summary

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

Matching Summary

The role focuses on developing relationships and selling a full range of banking products including deposits, loans, and fee-based services to meet customer needs.

Salary

Base salary reflective of pay grade range; Individual salaries vary based on skills and location; Comprehensive benefits included.

Skills & Requirements

Must-have

  • Consultative sales process
  • Financial needs assessment
  • Cross-selling banking products
  • Customer relationship building
  • Risk management and compliance

Nice-to-have

  • Friendly helpful demeanor
  • Community financial literacy events
  • Holistic financial solutions
  • Team production goals
  • Professional verbal communication

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
  • Ability to travel for training sessions

Work Rights

Not specified

Tailored Resume

Cover Letter