Personal Banker Associate I - Vista-Melrose

Serve as a Retail Personal Banker I in a Financial Center role, using a consultative sales approach and Financial Needs Assessments to identify and meet customers’ current and future needs. Build customer profiles, cross-sell retail consumer and small business solutions, and use CAMP and marketing tools to drive outreach and appointments. Collaborate with business partners, guide CSRs on sales/referrals, process teller transactions, and help support platform staff while maintaining risk and ethical responsibilities.