Personal Banker I - Callender Lane
Core
Retail Personal Banker focused on consultative sales, acquiring new households, deepening existing customer relationships, and processing teller transactions.
Role type
Retail Personal Banker I
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, outside sales activities, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; recommend appropriate retail products; proactively reach out to customers to set appointments; engage in outside sales activities; establish relationships with Business Partners; meet production goals; provide guidance to CSRs; participate in consumer loan process; open/close Financial Center or Bank Mart.
Seniority
Entry-level, onboarding program required
