Personal Banker Associate I- Maple M5
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer focus","Risk awareness","Professional communication","Problem ownership"]Complete a 4–8 week onboarding program and then serve as a Retail Personal Banker, using a consultative sales approach to identify and meet customers’ financial needs. Build customer profiles with Financial Needs Assessment, recommend retail consumer and small business solutions, and use approved marketing tools to reach customers and set review appointments. Focus on cross-selling, outside sales activities, referrals to business partners, and goal achievement while following risk and ethics policies.
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