Retail Personal Banker Associate I - West Plaza - FT
Core
A Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects, acquiring new households, and deepening existing customer relationships.
Role type
Retail Personal Banker I (entry-level IC)
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
experience in the financial industry
Technologies
CAMP, NMLS
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile; Maintain an in-depth knowledge of Retail consumer and small business products/services; Utilize CAMP and other approved Marketing tools to proactively reach out to customers; Establish close working relationships with assigned Business Partners; Participate in the consumer loan and bankcard process, owning sourced loans from application through closing; Participate in the opening/closing process of the Financial Center or Bank Mart.
Seniority
Entry-level, requires 4-8 week on-boarding program