Personal Banker Associate I
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship building","Professional communication","Ethical conduct","Risk awareness"]Serve as a Retail Personal Banker after completing a 4–8 week onboarding and certification program. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive cross-selling and outside sales activities. Process teller transactions, support risk management and ethical conduct, collaborate with business partners via referrals, and help meet customer experience and financial center production goals.
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