Associate Banker
Core
Part-time Associate Banker delivering exceptional service, identifying customer needs, and providing advice on financial solutions including personal banking, credit cards, and investment products.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative sales, customer service, financial product knowledge, risk management, regulatory compliance, digital tools proficiency
Preferred skills
investment product registration, marketing program integration, creative problem solving
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services and investment advice, execute transaction-based needs, support operational activities, identify referral opportunities, report suspicious activity, and adhere to risk and compliance processes.
Seniority
Entry-level to Junior (1-2 years experience or equivalent education)