Personal Banker
Core
Trusted advisor and sales-driven partner who uncovers client financial needs through in-person and phone conversations to recommend solutions and expand relationships.
Role type
Client-facing relationship banker (sales & advisory)
Builds
Personal and business banking accounts, deposit products, lending solutions, and home equity products
Domain
Consumer banking and small business lending
Deliverable
product features
Required skills
client relationship building, sales goal attainment, financial wellness assessment, consumer credit analysis, prospecting and networking, digital platform education, cash handling, compliance adherence
Preferred skills
small business client interaction, objection handling, 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; attain individual activity and sales goals; develop partnerships with internal line of business partners; support branch operations including teller line assistance; educate clients on digital platforms.
Seniority
Individual Contributor, entry to mid-level
