Float Personal Banker Associate I- Crossroads/Evansville
Core
Provide excellent customer care, handle daily transactions, resolve issues, and refer customers to business partners for products and services at a financial center.
Role type
Retail banking associate (Personal Banker)
Builds
Customer service interactions and product referrals
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Cash handling, advanced math, customer service, retail policies knowledge, sales referrals, problem resolution, confidentiality, team collaboration, scheduling flexibility
Preferred skills
NMLS registration, initiative, sound judgment, diplomacy
Technologies
NMLS, internal dashboards, banking platforms
Responsibilities
Handle daily transactions and customer inquiries, refer customers to business partners, maintain confidentiality, meet sales referral targets, resolve customer problems, follow bank policies and procedures, work in a team environment, travel to various financial centers
Seniority
Entry-level to Junior, individual contributor