Personal Banker Associate I - Louisville, KY
Core
Entry-level retail banker focused on acquiring new households, deepening existing customer relationships, and cross-selling financial products through consultative sales.
Role type
Associate 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, bankcard process, risk management, regulatory compliance (S.A.F.E. Act), advanced math functions
Preferred skills
financial industry experience
Technologies
CAMP, NMLS
Responsibilities
Identify and meet customer financial needs, recommend appropriate product solutions, conduct outside sales activities and community events, refer customers to business partners, meet production goals, guide CSRs on sales processes, open/close Financial Centers or Bank Marts
Seniority
Entry-level, Associate