Personal Banker
Core
Deliver exceptional client experience by acquiring new and expanding existing relationships, identifying financial needs, and originating consumer lending opportunities.
Role type
Front-line retail banker (consumer and business accounts)
Builds
Consumer and Business accounts, consumer lending products
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Cash handling, account balancing, accurate calculations, client relationship development, product knowledge (consumer and business banking), problem resolution
Preferred skills
Teller experience, NMLS licensing, consumer lending skills
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
