Personal Banker Associate I - South Nashville
Core
Retail Personal Banker focused on consultative sales, acquiring new households, deepening customer relationships, and processing transactions.
Role type
Retail Personal Banker I
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan processing, bankcard process, risk management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; recommend appropriate retail products; cross-sell to existing customers; process consumer loans and bankcards; maintain confidentiality and adhere to bank policies; provide guidance to CSRs on sales processes.
Seniority
Entry-level / Associate
