Personal Banker Associate I - Sandy Springs Area
Core
Entry-level retail banker focused on acquiring new households, deepening customer relationships, and cross-selling financial products through consultative sales and lobby/aisle engagement.
Role type
Junior IC retail banker
Builds
Retail banking products and services for consumers and small businesses
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales, financial needs assessment, cross-selling, consumer loan processing, risk management, regulatory compliance (S.A.F.E. Act), basic math analysis
Preferred skills
financial industry experience
Technologies
CAMP, NMLS, banking core systems
Responsibilities
Identify and meet customer financial needs using consultative sales; cross-sell to existing customers; process consumer loans and bankcards; refer customers to business partners; maintain lobby leadership or aisle time presence; adhere to risk policies and procedures.
Seniority
Entry-level, onboarding track
