Personal Banker Associate I - Fresno
About the role
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, with a certification at the conclusion of the program. 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 role maintains focus on acquiring new households and/or deepening existing customer relationships through lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele‑consulting, processes teller transactions, and works as a member of the platform staff. It requires accountability for risk management, ethical conduct, and delivering a positive customer experience while operating within the bank’s risk appetite. Working conditions include a normal office environment with extended computer screen use, travel within the affiliate for training and scheduling flexibility, and occasional travel outside the affiliate for classroom training. The position is located in Fresno, California 93720.
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