Float Personal Banker Associate I - Dublin, OH
Core
A Financial Center position focused on using consultative sales to acquire new households and deepen existing customer relationships through lobby leadership, aisle time, and tele-consulting.
Role type
Retail Personal Banker I
Builds
Retail consumer and small business products/services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
consultative sales process, Financial Needs Assessment, cross-selling, consumer loan processing, bankcard process, risk management, regulatory compliance (S.A.F.E. Act)
Preferred skills
financial industry experience, advanced math functions for credit analysis
Technologies
CAMP, NMLS
Responsibilities
Identify and meet customer financial needs, recommend appropriate product solutions, cross-sell to existing customers, process consumer loans and bankcards, maintain Financial Center operations, provide guidance to CSRs on sales processes.
Seniority
Entry-level, individual contributor