Personal Banker Associate I- Grand River Brighton
Core
Entry-level retail banking role focused on acquiring new households, deepening existing customer relationships, and processing teller transactions via consultative sales.
Role type
Junior IC retail banker
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, risk management, basic math analysis
Preferred skills
financial industry experience, outside sales activities
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; Maintain knowledge of retail products and recommend solutions; Proactively reach out to customers to set appointments for financial reviews; Cross-sell to existing customers and engage in outside sales; Establish relationships with Business Partners and refer customers; Meet customer experience and production goals; Provide guidance to CSRs on sales and referral processes; Process consumer loans from application through closing; Open/close Financial Centers or Bank Marts as directed.
Seniority
Entry-level, trainee