Sr Per Banker
Core
Executes client account servicing activities including wire transfers, account maintenance, cash transactions, and safe deposit box management while providing holistic advice and cross-selling opportunities.
Role type
Senior Personal Banker (IC)
Builds
Client banking relationships and account services
Domain
Wealth Management / Retail Banking
Required skills
Client account servicing, wire and fund transfer processing, cash transaction handling, safe deposit box management, regulatory compliance adherence, banking product knowledge, documentation review, audit assistance, mentoring, training
Preferred skills
Knowledge of federal regulations and banking guidelines, analytical skills, problem-solving, organizational skills, critical thinking
Technologies
Banking applications, online tools, WM Intranet
Responsibilities
Process wires and fund transfers, open and close accounts, maintain accurate account records, handle cash transactions and daily balancing, assist with safe deposit box maintenance, monitor banking reports, provide assistance with banking audits, mentor fellow Personal Bankers, train others in the deposit area
Seniority
Senior, hands-on IC