The Personal Banker Associate I 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. As a Financial Center position, the role uses a consultative sales process to identify and meet customers’ and prospects’ financial needs, acquire new households, deepen existing relationships, and process teller transactions while serving as part of the platform staff. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and supporting a positive customer experience. The role requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work takes place in a normal office environment and involves extended viewing of computer screens.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed