Personal Banker Associate 1
Core
Entry-level retail banker focused on acquiring new households, deepening existing customer relationships, and processing teller transactions using a consultative sales process.
Role type
Junior IC retail banker
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 processing, bankcard process, risk management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; maintain knowledge of retail products and recommend solutions; cross-sell to existing customers and engage in outside sales activities; process teller transactions; participate in consumer loan and bankcard processes; open/close Financial Centers or Bank Marts; provide guidance to CSRs on sales and referral processes.
Seniority
Entry-level, trainee