Sr Personal Banker
Core
Executes client account servicing activities including wires, fund transfers, account opening/closing, and cash transactions while providing holistic advice and cross-selling opportunities.
Role type
Senior IC personal banker
Builds
Client banking relationships and account services
Domain
Wealth management / Retail banking
Deliverable
product features
Required skills
Client relationship management, account servicing, cash handling, regulatory compliance knowledge, banking product knowledge, mentoring, training
Preferred skills
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 mentorship to fellow bankers, train others in deposit areas
Seniority
Senior, hands-on IC