Personal Banker Associate I- Bayou Bend
Houston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative sales","Customer relationship building","Cross-selling","Risk awareness","Communication"]Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations across operations and Sales & Service, culminating in a certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and proactively reach out using approved marketing tools. Cross-sell to deepen households and small business relationships, process teller transactions, and refer customers to business partners while helping meet experience and production goals.
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