Personal Banker
Core
Executes client account servicing requests, handles cash transactions, and maintains accurate account records for wealth management clients.
Role type
mid-level operational banker (account servicing)
Builds
client accounts and transaction records
Domain
wealth management banking
Required skills
account servicing, cash handling, regulatory compliance knowledge, banking operations, document imaging, client communication, problem solving, critical thinking
Preferred skills
federal regulation knowledge, banking guidelines knowledge, banking products knowledge
Technologies
banking applications, online tools, WM Intranet
Responsibilities
submit wires and fund transfers, open and close accounts, maintain account records, handle cash transactions and daily balancing, communicate with relationship management teams, assist with safe deposit box maintenance, monitor banking reports, assist with banking audits
Seniority
Mid-level, 2-3 years experience