Personal Banker Associate I - West Meade

Use a consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and recommend retail consumer and small business solutions. Proactively reach out using CAMP and other marketing tools, cross-sell to existing customers, and support outside sales such as presentations and financial literacy events. Partner with mortgage and business teams to refer customers, meet production and customer experience goals, process teller transactions, and source loans through closing while following risk and ethics policies.