Personal Banker Associate II - Commerce Place

Develop new and existing customer relationships by using a consultative sales process and Financial Needs Assessment to understand customers’ needs. Recommend retail consumer and small business products, promote deposits, loans, and fee-based services, and use CAMP and approved marketing tools to book periodic financial reviews. Cross-sell and conduct outside sales activities, partner with mortgage and business teams for referrals, and meet production and customer experience goals while managing risk and maintaining confidentiality.