Personal Banker Associate I

General Function

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week onboarding and education program that includes rotations in operations and Sales & Service.

The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.

The role is responsible for processing teller transactions and working as a member of the platform staff. It requires risk accountability and a commitment to customer experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of retail consumer and small business products/services and recommend appropriate solutions using the value proposition.
• Utilize CAMP and other ...