Personal Banker Associate I- FH

Use a consultative sales process and Financial Needs Assessment to identify and meet retail consumer and small business customers’ current and future financial needs. Build customer profiles, recommend solutions, and proactively reach out using CAMP and approved marketing tools. Focus on cross-selling, support outside sales activities, and partner with business teams (e.g., mortgage and small business) through referrals. Provide guidance on sales/referrals, process teller transactions, and maintain confidentiality while following bank policies.