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Small Business Banker II develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a Small Business Banker II develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, Small Business Banker II serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The Small Business Banker II work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Small Business Banker II typically requires 4 -7 years of related experience.
The Personal Banker II identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Being a Personal Banker II provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. In addition, Personal Banker II requires a high school diploma. Typically reports to a supervisor. Being a Personal Banker II works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Working as a Personal Banker II typically requires 3-5 years of related experience, or may need 2 years experience with additional specialized training and/or certification.