Associate Banker
Core
Part-time lobby leader and banker delivering exceptional service, identifying customer needs, and providing advice on financial solutions including personal banking, credit cards, and investment products.
Role type
Part-time retail banking associate (lobby leader)
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
product features
Required skills
Consultative sales, customer service, risk and compliance adherence, regulatory knowledge, product knowledge (personal banking/credit cards), digital tool proficiency
Preferred skills
Investment product registration, social media proficiency, problem-solving, teamwork
Technologies
Tablets, smartphones, online banking tools, digital self-serve options
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking channels and products, execute transaction-based needs, support operational activities, identify referral opportunities, report suspicious activity, and adhere to risk management frameworks.
Seniority
Entry-level to Junior, part-time