Retail Personal Banker Associate I- E Lansing
Core
Entry-level retail banker focused on acquiring new households, deepening customer relationships, and cross-selling financial products through consultative sales and lobby/aisle activities.
Role type
Retail Personal Banker I (Entry-level IC)
Builds
Retail consumer and small business banking products
Domain
Banking / Financial Services
Required skills
Consultative sales process, Financial Needs Assessment, cross-selling, consumer loan processing, risk management, advanced math functions, regulatory compliance (S.A.F.E. Act)
Preferred skills
Financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Identify and meet customer financial needs, maintain knowledge of retail products, set appointments for financial reviews, cross-sell to existing customers, refer customers to business partners, meet production goals, process consumer loans, open/close Financial Centers
Seniority
Entry-level, requires 9-week onboarding program