Personal Banker Associate I- Orchard Lake- Lone Pine

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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 program’s conclusion to demonstrate the skills needed for 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, acquiring new households and/or deepening existing relationships through lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele‑consulting, processing teller transactions, and working as part of the platform staff. The role emphasizes 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, requiring the ability to travel within the affiliate for training and scheduling flexibility, and occasional travel outside the affiliate for classroom training. The position is located in West Bloomfield, Michigan 48323.

Responsibilities

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