Float Personal Banker Associate - NC - South Region (Charlotte)
Core
A Retail Personal Banker I who uses a consultative sales process to identify and meet the financial needs of customers and prospects, focusing on acquiring new households and deepening existing relationships.
Role type
Retail Personal Banker I (entry-level IC)
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
experience in the financial industry
Technologies
CAMP, NMLS
Responsibilities
Use consultative sales process and Financial Needs Assessment to build customer profiles; Maintain knowledge of retail products and recommend solutions; Utilize marketing tools to reach out and set appointments; Engage in outside sales activities and community events; Establish relationships with Business Partners and refer customers; Meet customer experience and production goals; Provide guidance to CSRs on sales and referral processes; Participate in consumer loan and bankcard processes from application to closing; Open/close Financial Centers or Bank Marts as directed.
Seniority
Entry-level, requires 4-8 week onboarding program
