Associate Banker
Core
Part-time retail banker delivering exceptional service, identifying customer needs, and providing advice on financial solutions including personal banking, credit cards, and investment products.
Role type
Associate Banker (Retail 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), digital tool proficiency
Preferred skills
investment product registration, social media proficiency, problem-solving, teamwork
Responsibilities
Welcome and guide customers in the branch lobby, conduct needs-based conversations to recommend banking services and investment advice, execute transaction-based needs, support operational activities, identify referral opportunities, report suspicious activity, and adhere to risk management frameworks.
Seniority
Entry-level to Junior (1-2 years experience or equivalent education)