Float Personal Banker Associate I - Lee County Region
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer profiling","Risk awareness","Professional communication","Customer satisfaction orientation"]Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and sales/service, culminating in certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively set appointments using approved marketing tools. Cross-sell, support partner referrals (Mortgage, Small Business, Commercial/Investment), process teller transactions, and help drive customer experience and revenue goals while following risk and ethical policies.
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