Retail Personal Banker Associate I

What you’d do

Build customer profiles through financial needs assessments, recommend retail consumer and small business products, and cross-sell to existing customers. Also sets appointments, does outside sales activities, and refers customers to business partners. 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 combination of education and experience
• Financial industry experience preferred
• Consultative sales and cross-selling ability
• Financial Needs Assessment and customer profiling
• Outside sales activities such as onsite presentations and sales calls