Float Personal Banker Associate I - Lee County Region
Core
Entry-level retail banker focused on acquiring new households, deepening existing customer relationships, and processing teller transactions within a Financial Center or Bank Mart.
Role type
Retail Personal Banker I (Associate)
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, outside sales activities, consumer loan and bankcard process, risk management, advanced math functions
Preferred skills
Financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process to identify customer financial needs; recommend appropriate retail products; engage in outside sales and community events; process teller transactions; participate in consumer loan application through closing; maintain confidentiality and adhere to bank policies.
Seniority
Entry-level, Associate