Personal Banker
Core
Client-facing role focused on acquiring new clients, deepening relationships with existing ones, and providing financial wellness solutions through in-person and phone interactions.
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
Client relationship building, sales goal attainment, prospecting, tele-consulting, small business client interaction, financial data evaluation, risk management, cash handling, digital platform education
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 to uncover financial needs and provide customized recommendations; open personal and business accounts; manage internal and external centers of influence; support branch operations including teller line assistance; attend morning huddles and end-of-day debriefs.
Seniority
Individual Contributor, entry to mid-level