Personal Banker Associate I - Burkhardt

Join a Retail Personal Banker I training pathway that includes onboarding rotations in operations and Sales & Service, ending with a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and use approved marketing tools (including CAMP) to reach out and schedule financial reviews. Cross-sell, support outside sales activities, refer to business partners, process teller transactions, and help drive customer experience and revenue goals.