Personal Banker Associate I - Cypress

What you’d do

Build customer profiles through financial needs assessments, recommend retail and small business products, and cross-sell to existing customers. Includes proactive outreach, appointment setting, and outside sales activities like onsite presentations and community events. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• College degree or transferable work experience, or equivalent combination
• Financial industry experience preferred
• Consultative sales and cross-selling ability
• Customer outreach and appointment setting
• Outside sales activities such as business calls and community events