Personal Banker Associate I
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship management","Risk management","Communication","Ethical decision-making"]Complete a 4–8 week onboarding and education program to become a Retail Personal Banker I. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail and small business solutions, and cross-sell to acquire new households and deepen relationships. Support Financial Center platform operations by processing teller transactions, managing risk responsibly, referring to business partners, meeting customer experience goals, and participating in consumer loan and bankcard processes.
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