Personal Banker Associate I

Serve as a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations across operations and Sales & Service, then passing a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive cross-selling through appointments, lobby leadership, and outside sales. Process teller transactions and support platform staff while managing risk, confidentiality, and customer experience goals.