POSITION SUMMARY

The Personal Banker will be responsible for managing existing retail client portfolio and targeting new prospects with transactional financial needs and credit and investment solutions. They are knowledgeable in consumer, mortgage, investment and insurance products, services and delivery systems, operational procedures, and consumer credit and mortgage analysis. They are also principally engaged inside the bank with existing customers and walk-in prospects.

ESSENTIAL ROLES AND RESPONSIBILITIES

Provide expert advice in banking, insurance and investments by developing the best solutions to help clients reach their goals Provide solutions for a comprehensive retail offering, including financial, retirement, home ownership, education, asset protection, and major purchase; banking, investment and insurance products and services; consumer and residential real estate loans and credit solutions; and convenience products and services

Develop and recommend solutions which best meet the clients goals, risk tolerance, tax exposure and other financial considerations Associate activities, including banking transactions, referrals, customer service and support, and loan processing Commitment to American Federal values, including honesty, integrity, and trustworthiness

QUALIFICATIONS:

College degree in business, banking, finance or a related field or equivalent Minimum one-year experience in financial services Ability to analyze detailed financial and credit data information

Securities licensing and Investment Advisor Representative (IAR) registration in the state(s) of practice (minimum Series 6, 63 and 65)

SKILLS AND COMPETENCIES:

Strong consumer credit skills and understanding of FDIC deposits, mortgage real estate products, investments and insurance Excellent oral and written communication, presentation and proposal skills Excellent customer service skills PC proficiency, including Microsoft Office Suite, documentation preparation software and database marketing Positive, can-do approach in interactions Highest standard of professionalism, behavior, appearance and work activities

For a full position description, please email humanresources@americanfederal.net