Personal Banker Associate I- Coleman Boulevard
Core
Cultivate and maintain long-lasting relationships with existing and prospective customers to address their financial needs through consultative sales and service.
Role type
Associate Personal Banker
Builds
Customer relationships and financial solutions
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
consultative sales, relationship management, financial needs analysis, teller transactions, product knowledge, risk management, ethical compliance
Preferred skills
proactive outreach, business acumen, decision making
Technologies
NMLS registration, banking software platforms
Responsibilities
Process teller transactions and adhere to balancing guidelines; analyze customer credit data to recommend appropriate financial solutions; provide customer support reinforcing the value of current and new technology; cultivate and maintain relationships through in-person, phone, or other channel outreach; follow the Bancorp Code of Business Conduct and Ethics.
Seniority
Entry-level, hands-on IC
