Personal Banker Albatross
Core
First point of contact for members to service everyday banking needs, process applications for savings, loans, and credit cards, and educate members on digital banking solutions.
Role type
Personal Banker (Retail Banking)
Builds
Consumer banking products and digital adoption for members
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
numeracy, outbound sales, relationship building, digital banking education
Preferred skills
Tier 2 accreditation, previous retail banking experience
Responsibilities
Process applications for savings accounts, personal loans, and credit cards; make outbound calls to prospective members; refer mortgage inquiries to specialists; educate members on digital banking tools.
Seniority
Individual Contributor
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