Personal Banker
Core
Deliver exceptional client experience by acquiring new and expanding existing relationships, offering products/services, and originating consumer and small business lending opportunities.
Role type
Front-office relationship banker (consumer & small business)
Builds
Consumer and small business loan portfolios; new and expanded client relationships
Domain
Banking / Consumer Finance
Required skills
Client relationship management, consumer lending origination, cash handling, account opening, financial review facilitation, NMLS licensing
Preferred skills
Teller experience, knowledge of consumer products, ability to build rapport
Technologies
Banking core systems, NMLS registry
Responsibilities
Engage clients in financial reviews to uncover needs; originate consumer loans independently; originate business loans independently or with minimal assistance; open consumer and business accounts; refer clients to internal business partners; fill in on teller functions including cash transactions.
Seniority
Entry-level to Junior