Sr. Personal Banker - Up to 50K - Waukesha, WI - Job # 2202

Company: Drake Cooper
Location: Waukesha
Posted on: April 1, 2021

Job Description:

The Position

Our community bank client is seeking to fill multiple Sr. Personal Banker roles in the Waukesha, WI market. The successful candidate will be responsible for developing new and existing client accounts relationships through educating prospects and clients about the features and benefits of the Bank's personal and commercial banking products and understanding their respective needs.

The position includes a generous salary of up to $50k plus bonus and an excellent benefits program.

Personal Banker responsibilities include

• Managing loan pipeline, understanding loan documentation, and following through to obtain all required documentation from members.
• Ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services.
• Accepting and inputting loan applications to assist members in completing the loan process and helping to obtain the required documentation.
• Providing solutions to members regarding financial products and services.
• Opening savings products, IRA/HSA products, and service requests.
• Generating leads, building new and maintaining existing customer relationships, resulting in outcomes that define a great customer experience.
• Cross-selling accounts and loans including making referrals, GAP and payment protection.
• Directing the necessary loan credit investigations and uses the Credit Guide Scoring System to obtain.
• Developing and maintaining a working knowledge of all Banks' products and services.
• Educating members as to the use of available automated systems in order and sets them up for these services.
• Assisting management in training and mentoring less experienced personal financial officers.
• Actively engaging in the sales process to ensure the attainment of sales goals and objectives, while ensuring the bank's credit quality and risk management guidelines are maintained.
• Analyzing customer loan and deposit needs and make recommendations to sell various Bank products and services.
• Performs other duties as assigned.
  
  Requirements
  
  Who Are You?
  
  You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
  
  You Also Bring The Following Skills And Experience
  
  • High School Diploma or equivalent.
  • Two years of experience as a personal financial officer or comparable position.
  • Must have or be able to attain National Mortgage Licensing System registration (NMLS#).
  • Experience in loan sales, application generation, and loan closing experience at a financial institution.
  • Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents.
  • Successful ability to sell ancillary insurance products.
  • Full knowledge of all retail banking products features and benefits including, but not limited to, demand deposit, savings, certificates of deposits, IRAs, Online and Mobile Banking, Home Equity Lines of Credit.
  • Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel.
  • Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner.
    
    Benefits
    
    The position includes a generous salary of up to $50k plus bonus and an excellent benefits program.

Keywords: Drake Cooper, Waukesha , Sr. Personal Banker - Up to 50K - Waukesha, WI - Job # 2202, Other , Waukesha, Wisconsin