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Personal Banker III

  2025-06-24     Cadence Bank     Lufkin,TX  
Description:

As a Personal Banker III, you will help clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs. To offer the best and most appropriate personal business financial products and services you will use a guided conversation and sales process to proactively identify new account and loan origination opportunities. This position is on-site. How You Will Make An Impact Build, develop and deepen customer relationships through active market business development, needs-based questioning to identify deposit, credit and investment solutions to help customers achieve their financial goals. Support the transactional needs of the banking center on occasion and at manager discretion and also referring identified opportunities to the appropriate line of business. Meet or exceed individual sales and activity objectives - measured by an individual scorecard. Also, establish preset appointments to identify customer needs via in-person meetings...Personal Banker, Banker, Business Partner, Business Services, Financial, Sales


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