Personal Banker Associate I
United States
Workplace: OnsiteFull timeUSD 43,680 - 69,900 annuallyFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship management","Cross-selling","Risk awareness","Professional communication","Confidentiality","Customer issue ownership"]Use the consultative sales process and Financial Needs Assessment to build customer profiles, identify financial needs, and recommend retail consumer and small-business solutions. Proactively reach out using CAMP and approved marketing tools, cross-sell to existing customers, and support outside sales activities. Partner with business teams for referrals, meet production and customer-experience goals, process teller transactions, and maintain trust by following policies and confidentiality requirements.
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