Personal Banker Associate-Bedford
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer service","Risk awareness","Professional communication","Confidentiality"]Become a Retail Personal Banker by completing a 4–8 week onboarding program with rotations in operations and Sales & Service, including an end-of-program certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and use approved marketing tools to set appointments. Focus on cross-selling, outside sales/community activities, referring to business partners, and achieving customer experience and production goals.
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