Float Personal Banker Associate I - Charlotte East Region

563

Mint Hill, North Carolina, US
Base: reflective of pyy grade range across u.s.; b...
Onsite
Consultative sales process execution
Financial needs assessment capability
Cross-selling to existing customers
This role is designed to train candidates to become Retail Personal Bankers through a 4-8 week onboarding program featuring rotations in operations and sales

Job Summary

  • This role is designed to train candidates to become Retail Personal Bankers through a 4-8 week onboarding program featuring rotations in operations and sales.
  • The position focuses on using consultative sales processes to identify financial needs, acquire new households, and deepen relationships with existing customers.
  • Employees are expected to maintain ethical behavior, adhere to strict risk policies, and contribute to year-over-year revenue growth within the Financial Center P&L.

Matching Summary

This role is designed to train candidates to become Retail Personal Bankers through a 4-8 week onboarding program featuring rotations in operations and sales.

Salary

Base: Reflective of pay grade range across U.S.; Bonus/Equity: Not specified; Benefits: Comprehensive physical, financial, emotional, and social well-being programs

Skills & Requirements

Must-have

  • Consultative sales process execution
  • Financial needs assessment capability
  • Cross-selling to existing customers
  • Risk management and policy adherence
  • S.A.F.E. Act registration requirement

Nice-to-have

  • Strong interpersonal communication skills
  • Experience in financial industry preferred
  • Ability to work flexible schedules
  • Proactive community engagement mindset
  • Confidence in handling customer issues

Key Requirements

  • College degree or transferrable work experience
  • Advanced math functions for credit analysis
  • S.A.F.E. Act registration via NMLS
  • Understanding of retail banking products
  • Professional verbal and written communication

Work Rights

Not specified

Tailored Resume

Cover Letter