Personal Banker
On-siteNo visa sponsorship
Core
Proactively engage with clients to recommend financial products and solutions, providing forward-looking financial plans and advising on cash management, credit, and investment.
Role type
Personal Banker
Builds
Client relationships and financial solutions
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Client engagement, Relationship building, Technology adoption, Financial planning, Sales results, Regulatory compliance
Responsibilities
Meet with clients to understand priorities and advise on solutions, Engage in marketing and outreach activities to grow networks, Introduce clients to mobile banking applications, Work at multiple banking centers within travel distance, Achieve sales results and deliver financial plans