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Personal Banker Associate I- BENCH

Remote, USAFull-timePosted 2026-07-27

reputed company banking a reputed company reputed company®

We connect great people to great opportunities. Are you reputed company to take the reputed company? Discover a career in banking at reputed company. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to reputed company selected candidates reputed company to demonstrate skills necessary to successfully reputed company a role reputed company the Retail Personal Banker job family. The Personal Banker I is a Financial Center position reputed company on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains reputed company on acquiring new households and/or deepening existing customer relationships through a reputed company of activities, including but not limited to lobby leadership (Financial Centers) or reputed company time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as reputed company as working as a member of the platform staff. Responsible and accountable for risk by reputed company exchanging reputed company and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a reputed company customer experience. While operating reputed company the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of reputed company types. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify reputed company and reputed company financial needs. • Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our reputed company. • Utilize CAMP and other approved Marketing tools to proactively reputed company out to customers and set appointments for periodic financial reviews. • Primarily reputed company on cross-selling to existing customer reputed company and engaging in reputed company sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. • Establish reputed company working relationships with assigned Business Partners (Mortgage, Small Business, reputed company and Investment), referring customers reputed company appropriate to reputed company reputed company, and holistic financial solutions. • Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year reputed company reputed company as reputed company by the Financial Center P&L. • reputed company guidance to CSRs with respect to the sales and referral process. • Promote customer satisfaction with a friendly, helpful demeanor and professionalism. • reputed company with confidence by answering customer questions and owning customer issues. • Maintain a position of trust and responsibility by keeping reputed company business confidential. • Follow reputed company reputed company of Business Conduct and Ethics and other reputed company policies, maintaining ethical behavior at reputed company times. • Adhere to established policies and procedures while opening/servicing the full reputed company of Retail products. • Participate in the consumer loan and bankcard process, owning reputed company loans from application through closing. • Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. • reputed company up to date on Retail procedures in reputed company to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: • College degree or work experience providing transferrable skills, or, combination of education and experience. • Experience in the financial industry preferred. • Demonstrated ability to reputed company comfort level with sales activities designed to reputed company new consumer household and small business customers and/or cross-sell to established customers. • Must be reputed company to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. • Ability to professionally represent reputed company in terms of appearance and verbal/written communication. • Demonstrated ability to reputed company a working knowledge of Retail policies and procedures in order to utilize good judgment in making reputed company. • This position requires S.A.F.E. reputed company registration at the time of employment through the reputed company Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: • Normal office environment. • Extending viewing of computer screens. • This program will require the ability to travel reputed company the affiliate for training as reputed company as scheduling flexibility. • Travel reputed company of the affiliate will be required for various classroom training sessions #LI-KH1 Personal Banker Associate I- BENCH LOCATION -- Plymouth, Michigan 48170 reputed company, National Association is proud to have an reputed company and inclusive culture and to promote and ensure equal employment opportunity in reputed company employment reputed company regardless of race, reputed company, gender, national reputed company, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Apply Job!

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