Personal Banker
Core
A client-facing sales role at a bank branch that uncovers client financial needs and sells banking products via in-person and phone interactions.
Role type
Personal Banker (Sales/Relationship Management)
Builds
Personal and business accounts, deposit products, home equity, and unsecured lending products.
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, financial wellness consulting, account opening, compliance adherence, digital platform education, small business interaction, partner influence.
Preferred skills
Notary License, Bachelor's Degree, small business client comfort.
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 branch teammates and line of business partners; support branch operations including teller line assistance; ensure compliance with operational and security procedures.
Seniority
Entry-level to Mid-level, hands-on IC