Personal Banker
Core
Trusted advisor and sales-driven partner who uncovers client financial needs through in-person and phone conversations to recommend solutions and expand relationships.
Role type
Client-facing sales and relationship management banker
Builds
Personal and business banking accounts, deposit products, and lending solutions for individual and small business clients
Domain
Consumer and small business banking
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, financial wellness assessment, account opening, compliance adherence, digital platform education, cash handling, objection handling, prospecting, networking, partner influence
Preferred skills
Small business client interaction, notary license, bilingual fluency in Spanish or Portuguese
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; develop partnerships with internal teams to drive client acquisition; support branch operations including teller assistance; attend team huddles and debriefs; operate a motor vehicle for client meetings
Seniority
Entry-level to Mid-level, hands-on IC