Personal Banker Associate I

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 approved marketing tools to schedule periodic reviews, cross-sell to existing customers, and support outside sales and community financial literacy events. Process teller transactions, partner with business referral sources (Mortgage, Small Business, Commercial, Investment), and drive customer experience and production goals while following risk and ethics policies.