Personal Banker
Core
Client-facing relationship builder who uncovers financial needs through in-person and phone conversations to sell banking products and services.
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, objection handling, financial wellness assessment, risk management, cash handling, digital platform education
Preferred skills
Small business client interaction, notary license
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