Personal Banker
Core
Executes and submits client account servicing requests, handles cash transactions, and maintains accurate account records for sophisticated individuals and corporations.
Role type
mid-level operational banker (account servicing)
Builds
client accounts and transaction records
Domain
wealth management banking
Required skills
account servicing, wire and fund transfers, cash handling, daily balancing, policy adherence, client issue research, banking applications proficiency, audit assistance
Preferred skills
federal regulation knowledge, banking guidelines knowledge, banking operations knowledge, banking products knowledge, banking services knowledge
Technologies
banking applications, online tools, WM Intranet
Responsibilities
Execute and submit client account servicing requests, handle paying and receiving activities including cash transactions, maintain accurate account records, communicate with relationship management teams, assist with Safe Deposit Box maintenance, monitor banking reports, provide assistance with banking audits
Seniority
Mid-level, hands-on IC
