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Personal Banker Associate I - Briar Forest
Posted 3 days ago
Job summary
Retail Personal Banker I position focuses on customer relationship management, consultative sales, financial needs assessment, processing teller transactions, and cross-selling banking products. The role involves proactive customer engagement, collaborating with various business partners, and achieving sales and service goals, with a certification offered after completing training.
Responsibilities
Identify customers’ financial needs and recommend suitable retail and small-business banking solutions through consultative sales, cross-selling, referrals, and proactive outreach. Process teller transactions and banking products, support loan applications, meet customer and sales goals, and follow risk, confidentiality, and compliance procedures.
Qualifications
Candidates need a college degree, relevant work experience, or a combination of education and experience; financial-industry experience is preferred. They should be comfortable with sales, able to analyze credit and financial information, communicate professionally, learn retail policies, and obtain S.A.F.E. Act registration through NMLS at employment.
Benefits
- Comprehensive Benefits
- Differentiated Compensation
- Physical Well-Being Support
- Financial Well-Being Support
- Emotional Well-Being Support
- Social Well-Being Support
Company
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