Associate Banker
Core
Deliver exceptional service to customers and prospects by identifying needs and providing advice on financial solutions, including personal banking, credit cards, and investment products.
Role type
Associate Banker (Retail Banking Sales & Service)
Builds
Customer relationships and branch business results
Domain
Retail Banking
Deliverable
client delivery
Required skills
consultative sales, customer service, risk and compliance adherence, regulatory knowledge, product knowledge (personal banking, credit cards, investments), social media and digital tools proficiency, problem solving
Preferred skills
experience in consultative customer service or sales, ability to thrive in a team-based environment, resourcefulness
Technologies
tablets, smartphones, online banking tools
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking channels and products, execute transaction-based needs, support operational activities, identify and report suspicious activity related to money laundering, follow risk management frameworks and policies
Seniority
Entry-level to Junior (1–2 years experience or equivalent education)