Personal Banker
Core
Deliver exceptional service to members by managing accounts, providing financial advice, and selling banking products to meet individual needs.
Role type
Personal Banker
Builds
Personal banking solutions, lending products, and account management services for members
Domain
Retail Banking
Deliverable
product features
Required skills
Customer service, sales, problem solving, analytical skills, relationship building
Preferred skills
Banking or financial services experience
Responsibilities
Manage customer bank accounts including opening and closing; Provide timely advice on financial products and services; Assist members with unsecured and secured lending options; Collaborate with specialists to deliver best solutions; Achieve individual performance targets regarding member satisfaction and sales.
Seniority
Individual Contributor
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