Personal Banker Associate I

Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs. Maintain product knowledge across retail consumer and small business offerings, recommending solutions and cross-selling to existing households. Proactively reach out using CAMP and approved marketing tools, set appointments, and conduct outside sales activities. Partner with business specialists (e.g., mortgage and small business) to refer customers, meet production goals, and provide professional customer support while processing teller transactions.