Personal Banker Associate I - Miller Rd
Core
Entry-level retail banking role focused on acquiring new households, deepening existing customer relationships, and cross-selling financial products through consultative sales.
Role type
Retail Personal Banker I (Associate)
Builds
Retail consumer and small business banking products
Domain
Banking / Financial Services
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan processing, bankcard process, risk management, policy adherence
Preferred skills
financial industry experience, advanced math functions for credit analysis
Technologies
CAMP, NMLS, Financial Center platforms
Responsibilities
Identify and meet customer financial needs, maintain knowledge of retail products, set appointments for financial reviews, refer customers to business partners, meet production goals, guide CSRs on sales processes, open/close Financial Centers
Seniority
Entry-level, Associate
