Personal Banker
Core
A client-facing sales role focused on uncovering financial needs, building relationships, and selling banking products to individuals and small businesses in person and via phone.
Role type
Personal Banker (Sales/Relationship Management)
Builds
Personal and business accounts, deposit products, home equity loans, and unsecured lending products.
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, prospecting, objection handling, financial wellness assessment, compliance adherence, digital platform education, cash handling
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 personal and business accounts, develop partnerships with internal business units, support branch operations including teller line assistance, attend team huddles and debriefs
Seniority
Individual Contributor, Entry to Mid-level
