Personal Banker
Core
Trusted advisor and sales-driven banker who uncovers client financial needs through in-person and phone conversations to recommend solutions and open accounts.
Role type
Front-line retail banker (sales & relationship management)
Builds
Personal and business banking accounts, deposit products, and lending solutions for consumers and small businesses
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, account opening, consumer credit understanding, tele-consulting, prospecting, digital platform education, cash handling, compliance adherence
Preferred skills
Small business client interaction, influencing business partners, notary license
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing
Responsibilities
Engage clients to uncover financial needs and provide customized recommendations; Open personal and business accounts and deposit products; Attain individual activity, behavior, and outcome goals; Develop partnerships with branch teammates and line of business partners; Support branch operations including assisting on the Teller line; Participate in morning huddles and end-of-day debriefs.
Seniority
Entry-level to Mid-level, hands-on IC