Personal Banker Associate I - Marion

Build customer relationships and drive retail and small business revenue by using a consultative sales process and Financial Needs Assessment. After a 4–8 week onboarding and education program, the role supports lobby or aisle customer engagement and tele-consulting, processes teller transactions, and serves as platform staff. You’ll recommend retail consumer and small business products, use approved marketing tools to set appointments, cross-sell, refer to business partners, and meet customer experience and production goals while following risk and ethics policies.