Personal Banker 2
Core
First point of contact for branch customers, delivering exceptional service and deepening relationships while supporting customers in achieving financial goals.
Role type
Personal Banker (Level 2)
Builds
Personal lending outcomes, service delivery, and operational support for branch customers.
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Customer focus, result orientation, interpersonal skills, adaptability, cash handling, cross-selling
Preferred skills
Personal lending experience, credit card experience
Responsibilities
Support branch team to achieve personal lending and service outcomes; manage member enquiries and provide tailored product information; assist with personal lending applications including data entry and document preparation; handle complex member needs and cash transactions; support members with digital banking and escalate queries; record sales activity and follow up on referrals.