Personal Banker
Core
Deliver exceptional client experience by acquiring new and expanding existing relationships, identifying financial needs, and originating consumer lending opportunities.
Role type
Personal Banker
Builds
Consumer and Business accounts, client relationships, and consumer lending opportunities
Domain
Banking / Consumer Finance
Deliverable
client delivery
Required skills
client relationship management, product recommendation, cash handling, account balancing, financial review facilitation, problem resolution
Preferred skills
NMLS licensing, teller experience, consumer banking knowledge
Responsibilities
Provide immediate acknowledgement and timely responses to client inquiries; Engage clients in financial reviews to uncover needs; Open Consumer and Business accounts; Resolve client issues and requests; Fill in on teller functions including cash transactions when needed
Seniority
Entry-level to Junior
