Personal Banker Associate I - Davenport, FL
Core
Entry-level retail banking role focused on acquiring new households, deepening customer relationships, and cross-selling financial products through consultative sales and lobby/aisle time.
Role type
Junior IC retail personal banker
Builds
Retail consumer and small business banking products
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan processing, risk management, basic math analysis
Preferred skills
financial industry experience, S.A.F.E. Act registration
Technologies
CAMP, NMLS
Responsibilities
Identify and meet customer financial needs, maintain knowledge of retail products, reach out to customers for appointments, cross-sell to existing base, refer customers to business partners, meet production goals, guide CSRs on sales process, participate in loan closing and branch opening/closing
Seniority
Entry-level, onboarding program
