Personal Banker Associate I - Midland
Core
Entry-level retail banking role focused on acquiring new households, deepening customer relationships, and cross-selling financial products via consultative sales.
Role type
Junior IC retail personal banker
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales, Financial Needs Assessment, cross-selling, consumer loan processing, risk management, regulatory compliance (S.A.F.E. Act), basic math analysis
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; recommend appropriate retail products; cross-sell to existing customers; process consumer loans from application to closing; maintain confidentiality and adhere to risk policies; provide guidance to CSRs on sales processes.
Seniority
Entry-level, trainee