Personal Banker Associate I - Copper Ranch
Core
Entry-level retail banking role focused on acquiring new households, deepening existing customer relationships, and cross-selling financial products through consultative sales and lobby/aisle time activities.
Role type
Retail Personal Banker I (Associate)
Builds
Retail consumer and small business banking products
Domain
Banking / Financial Services
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; recommend appropriate retail products; cross-sell to existing customers; process teller transactions; participate in consumer loan and bankcard processes; maintain confidentiality and adhere to bank policies.
Seniority
Entry-level, Associate
