Personal Banker
Core
Trusted advisor and problem solver who engages clients in deeper conversations to uncover needs and provide guidance on financial wellness, both in person and via proactive calling.
Role type
Client-facing retail banker (sales-driven)
Builds
Personal and business accounts, deposit products, home equity, and unsecured lending solutions
Domain
Consumer banking and small business lending
Deliverable
product features
Required skills
Relationship building, sales goal attainment, consumer credit understanding, tele-consulting, prospecting, networking, influencing business partners, digital platform education, cash handling
Preferred skills
Small business client interaction, objection handling, fact-finding, notary license
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing
Responsibilities
Opening personal and business accounts, developing partnerships with branch teammates and line of business partners, ensuring compliance with operational and risk procedures, supporting branch operations including teller line assistance, participating in morning huddles and end-of-day debriefs
Seniority
Entry-level to Individual Contributor