Personal Banker Associate I- CLT South

Become a Retail Personal Banker I after a 4–8 week onboarding and education program with rotations in operations and Sales & Service, culminating in a certification. In a Financial Center role, you’ll use a consultative sales process and Financial Needs Assessment to identify customer financial needs, process teller transactions, cross-sell retail consumer and small business products, set appointments using approved marketing tools, and coordinate referrals with business partners while meeting customer experience and production goals.