Personal Banker Associate I

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify current and future needs, and recommend retail consumer and small business solutions. Proactively reach out using CAMP and other marketing tools to schedule periodic financial reviews, cross-sell to existing customers, and engage in outside sales and community financial literacy events. Build relationships with mortgage, small business, commercial, and investment partners, while processing teller transactions and maintaining risk and confidentiality standards.