The Personal Banker I is a Financial Center position focused on using a consultative sales process to identify and meet customers’ and prospects’ financial needs. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, tele-consulting, and outside sales. It also involves processing teller transactions and working as a member of the platform staff. Selected candidates complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service, followed by a certification demonstrating the skills needed for the Retail Personal Banker job family. The role requires responsible risk management, adherence to policies and procedures, and actions that support a positive customer experience while achieving results within the Bank’s risk appetite. The position is based in a normal office environment and requires extended viewing of computer screens. Training requires travel within the affiliate, scheduling flexibility, and travel outside the affiliate for classroom sessions.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed