Personal Banker Associate I - Coppell

Complete a 4–8 week onboarding and education program to become a Retail Personal Banker I, including rotations in operations and Sales & Service followed by certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and set appointments using approved marketing tools. Cross-sell, conduct outside sales activities, partner with mortgage and business teams, process teller transactions, and help achieve customer experience and production goals.