Personal Banker Associate I (Eureka-Pardee)

Become a Retail Personal Banker I through a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by certification. In a Financial Center role, use a consultative sales process and Financial Needs Assessment to identify customer needs, cross-sell retail products, and set appointments using CAMP and marketing tools. Process teller transactions, partner with mortgage and business teams, maintain confidentiality, and drive customer experience and revenue goals.