Personal Banker
Core
Deliver exceptional client experience by acquiring new and expanding existing relationships, offering appropriate products and services, and originating consumer lending opportunities.
Role type
Front-line retail banker (Personal Banker)
Builds
Consumer and business accounts, client financial reviews, and consumer lending solutions
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Client relationship management, product knowledge (consumer/business banking), cash handling, account balancing, accurate calculations, proactive 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; Refer clients to internal business partners.
Seniority
Entry-level to Junior