Personal Banker Associate I
On-sitePembroke Pines, Florida, United States
Job Summary
Personal Banker I program through a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a Retail Personal Banker role. The role uses a consultative sales process to identify and meet customers' financial needs, focusing on acquiring new households and deepening relationships through activities such as lobby leadership, aisle-time engagements, and tele-consulting. Responsibilities include processing teller transactions, cross-selling retail products, coordinating with partners in Mortgage, Small Business, Commercial and Investment, and participating in the opening/closing processes of the Financial Center or Bank Mart. The position requires knowledge of Retail products, ability to analyze credit and financial information, professional representation of the bank, adherence to policies and procedures, and S.A.F.E. Act registration at the time of employment (NMLS). Travel for training within the affiliate and classroom sessions is required; normal office environment with extended computer use is expected.
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