Personal Banker Associate I- Charlotte South

Use a consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs. Recommend retail consumer and small business products, use CAMP and other marketing tools to reach out and set appointments, and focus on cross-selling while engaging in outside sales and community events. Partner with mortgage, small business, commercial, and investment teams to refer customers and help deliver holistic solutions, while meeting production and customer experience goals and adhering to risk and ethics policies.