Personal Banker II - Growth, Loans & Trusted Advice
Allied OneSource, LLC.
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Benefits offered by this job
Job summary
Allied OneSource, LLC. is seeking an experienced personal banker to cover our Santa Fe location. This relationship‑driven role emphasizes tailored financial solutions, professional growth, and mentorship from leaders to advance your career in consumer banking.
You will focus on meaningful conversations and a high‑quality customer experience. Responsibilities include consultative relationship building, loan pipeline management for home equity, auto, and personal loans, and operational excellence
Qualifications
- 1-2+ years of banking experience or experience in the financial sector.
- Strong customer service skills.
- Reliable transportation and a valid driver's license.
- Outgoing personality.
- Good computer skills.
- High School Diploma or GED.
Responsibilities
- Consultative relationship building to identify financial goals and tailor solutions.
- Proactively source and close consumer loans including home equity, auto, and personal loans.
- Master banking transactions, cash drawer management, and documentation to meet standards.
- Meet and exceed key performance metrics while delivering a high-quality customer experience.
Skills
Education
Job description
Allied OneSource, LLC. is seeking an experienced personal banker to cover our Santa Fe location. This relationship‑driven role emphasizes tailored financial solutions, professional growth, and mentorship from leaders to advance your career in consumer banking.
You will focus on meaningful conversations and a high‑quality customer experience. Responsibilities include consultative relationship building, loan pipeline management for home equity, auto, and personal loans, and operational excellence
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