::: {metadata-id="2094$5672"}

::: {role="group" automation-id="fieldSetBody" metadata-id="1599$30467" aria-labelledby="wd-FieldSet-1599$30467-uid82-label" automation-formlabelexpanded="true"} ::: {automation-id="fieldSetContent"}

::: {aria-hidden="true"} Job Description Summary :::

::: {automation-id="decorationWrapper"}

::: {title="" automation-id="multilineTextView" metadata-id="56$146082" uxi-form-item-child-list-index="24"} ::: {dir="ltr"} 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 provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. ::: :::

:::

::: :::

::: {metadata-id="NOMETADATAID"}

::: {role="group" automation-id="fieldSetBody" metadata-id="1599$25834" automation-formlabelexpanded="true"} ::: {automation-id="fieldSetContent"}

::: {automation-id="panel" metadata-id="6$34320"} ::: {title="Hiring Requirements"}   ::: :::

::: :::

:::

:::

::: {automation-id="decorationWrapper"}

::: {automation-id="richTextEditor" no-h="true" metadata-id="56$309310" uxi-widget-editable="false" uxi-form-item-child-list-index="2" aria-labelledby="56$309310-input--uid132-input-formLabel"} ::: {dir="ltr"}  

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.

Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.

Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.

Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage on site presentations, business sales calls, community financial literacy events, etc.) as directed.

Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic fin ::: :::

:::