The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet the financial needs of customers and prospects. The role develops new household relationships and deepens existing ones through customer outreach, lobby leadership or aisle time, tele-consulting, and other sales activities. It also processes teller transactions and works as a member of the platform staff. Selected candidates complete a 4–8 week onboarding and education program, including rotations in operations and Sales & Service, followed by a certification to demonstrate the skills needed for the Retail Personal Banker job family. The position is accountable for managing risk, following policies and procedures, protecting confidential information, and delivering a positive customer experience while achieving individual and team goals. The role requires travel within the affiliate for training, as well as travel outside the affiliate for certain classroom training sessions. The work is performed in a normal office environment and includes extended viewing of computer screens. Scheduling flexibility is required during the training program.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed