Personal Banker Associate I - West Side
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer service","Risk awareness","Professional communication","Relationship building"]Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with 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 drive appointment setting and cross-selling. Process teller transactions, support risk management and compliance, refer customers to business partners, and help achieve Financial Center production and customer experience goals.
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