Personal Banker Associate I - Wyoming FC
Core
Entry-level retail banking role focused on acquiring new households, deepening customer relationships, and cross-selling financial products via consultative sales.
Role type
Retail Personal Banker I (Associate)
Builds
Retail consumer and small business products/services
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
Technologies
CAMP, NMLS, Bancorp Code of Business Conduct
Responsibilities
Use consultative sales process to identify customer financial needs; recommend appropriate retail products; cross-sell to existing customers; process consumer loans and bankcards; maintain Financial Center operations; provide guidance to CSRs on sales processes.
Seniority
Entry-level, Associate