Personal Banker
Core
Client-facing role focused on uncovering financial needs, providing guidance, and selling banking products to individuals and small businesses in person and via phone.
Role type
Sales-driven Personal Banker
Builds
Personal and business accounts, deposit products, home equity, and unsecured lending solutions
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Relationship building, sales goal attainment, prospecting, tele-consulting, objection handling, financial wellness assessment, risk management, cash handling, digital platform education
Preferred skills
Small business client interaction, notary license
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing
Responsibilities
Engage clients in conversations to uncover financial needs, open various account types, develop partnerships with internal business units, support branch operations including teller line assistance, ensure compliance with operational policies
Seniority
Individual Contributor, entry to mid-level