Personal Banker Associate I - Central King 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
Associate Personal Banker (Retail)
Builds
Retail consumer and small business products/services
Domain
Banking / Financial Services
Required skills
Consultative sales process, Financial Needs Assessment, cross-selling, outside sales, consumer loan processing, risk management, advanced math functions, regulatory compliance (S.A.F.E. Act)
Preferred skills
Financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Proactively identify and meet customer financial needs, maintain in-depth knowledge of retail products, set appointments for financial reviews, refer customers to business partners, meet production goals, provide guidance to CSRs, participate in loan and bankcard processes, open/close Financial Centers.
Seniority
Entry-level / Associate