Personal Banker Associate I - Bayou Bend
Houston
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Risk awareness","Professional communication"]Become a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and use CAMP/approved marketing tools to set financial review appointments. Drive cross-selling and outside sales, partner with Business Partners for referrals, and meet customer experience and production goals while supporting risk management and confidentiality.
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