The Personal Banker Associate 1 is intended to become a Retail Personal Banker I after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service and a concluding certification. This Financial Center role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, deepen existing customer relationships, process teller transactions, and support platform activities. The position is accountable for managing risk, following policies and procedures, and delivering a positive customer experience. The role focuses primarily on cross-selling to existing customers and conducting directed outside sales activities. It works with Business Partners to provide timely, holistic financial solutions, meets customer experience and production goals, and supports the sales and referral process. The position also participates in consumer loan and bankcard processes and Financial Center or Bank Mart opening and closing activities as directed.
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Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree