The Personal Banker I is a Financial Center position focused on using a consultative sales process to proactively identify and meet the financial needs of customers and prospects. Selected candidates complete a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service, followed by a certification demonstrating skills needed for the Retail Personal Banker job family. The role focuses on acquiring new households and deepening existing customer relationships through activities such as lobby leadership, aisle time, and tele-consulting. It also processes teller transactions and works as part of the platform staff. The role is accountable for managing risk by exchanging ideas, raising concerns, and following policies and procedures. It is expected to act in customers’ and colleagues’ best interests, support a positive customer experience, and identify, assess, manage, monitor, and report risks within the Bank’s risk appetite. The position is based in a normal office environment and involves extended viewing of computer screens. Training requires travel within the affiliate, scheduling flexibility, and travel outside the affiliate for classroom sessions. The employer describes comprehensive benefits and differentiated compensation, but does not specify particular benefits or a salary amount in the posting.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed