Personal Banker
Core
Client-facing role focused on uncovering financial needs, selling banking products, and building long-term relationships with individuals and small businesses.
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
Relationship building, sales goal attainment, client acquisition, small business interaction, objection handling, financial wellness assessment, digital platform education, cash handling, compliance adherence
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
