Personal Banker Associate I - Highland Town Center
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Consultative selling","Customer service","Professional communication","Confidentiality","Risk awareness"]Serve as a Retail Personal Banker I by completing a 4–8 week onboarding and education program with rotations in operations and Sales & Service, culminating in certification. Use a consultative sales process and Financial Needs Assessment to build customer profiles, recommend retail consumer and small business solutions, and drive cross-selling. Proactively reach customers using CAMP and approved marketing tools, set appointments for financial reviews, and partner with Business Partners (Mortgage, Small Business, Commercial, Investment) to provide holistic referrals.

