Personal Banker Associate I
Core
Entry-level retail banker focused on acquiring new households, deepening existing customer relationships, and processing teller transactions via consultative sales.
Role type
Junior IC retail banker (personal banking)
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 and bankcard process, advanced math functions, risk management, policy adherence
Preferred skills
financial industry experience, outside sales activities
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Use consultative sales process to identify current and future financial needs; recommend appropriate retail products; proactively reach out to customers to set appointments; cross-sell to existing customer base; participate in consumer loan and bankcard process from application to closing; open/close Financial Center or Bank Mart; provide guidance to CSRs on sales and referral process.
Seniority
Entry-level, onboarding required
