Float Personal Banker Associate - Orlando South
Core
A retail banking associate focused on consultative sales, cross-selling financial products to existing customers, and processing teller transactions within a Financial Center or Bank Mart.
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 processing, bankcard process, risk management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions for credit analysis
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Use consultative sales process to identify customer financial needs; cross-sell to existing customer base; process teller transactions; participate in consumer loan and bankcard processes; maintain confidentiality and adhere to risk policies; provide guidance to CSRs on sales processes.
Seniority
Entry-level / Associate