Personal Banker Associate I
Core
Entry-level retail banker focused on acquiring new households, deepening existing customer relationships, and processing teller transactions through consultative sales and lobby/aisle activities.
Role type
Junior IC retail personal banker
Builds
Retail banking products and services for consumer and small business customers
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan and bankcard processing, risk management, advanced math functions, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; maintain knowledge of retail products to recommend solutions; proactively reach out to customers to set appointments; cross-sell to existing base and conduct outside sales; refer customers to business partners for holistic solutions; meet production goals and enhance revenue growth; provide guidance to CSRs on sales processes; participate in consumer loan and bankcard closing processes; open/close Financial Centers or Bank Marts; mitigate fraudulent activity and risk.
Seniority
Entry-level, requires 4-8 week onboarding program
