Personal Banker
Core
A client-first, sales-driven banker who uncovers client needs through conversations to provide financial wellness solutions and sell banking products.
Role type
Personal Banker (Sales & Relationship Management)
Builds
Personal and business accounts, deposit products, home equity, and unsecured lending solutions.
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, consumer credit understanding, tele-consulting, prospecting, networking, small business interaction, digital platform education, cash handling, risk management.
Preferred skills
Notary License, small business client comfort, influencing business partners.
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing.
Responsibilities
Engage clients in conversations to uncover financial needs; open personal and business accounts; attain individual activity and sales goals; support branch operations including teller line assistance; ensure compliance with operational and security procedures.
Seniority
Individual Contributor, Entry to Mid-level