Personal Banker
Core
Trusted advisor and problem solver who engages clients in deeper conversations to uncover needs and provide guidance for financial wellness, both in-person and via proactive calling.
Role type
Client-facing sales and relationship management banker
Builds
Personal and business accounts, deposit products, home equity, and unsecured lending solutions
Domain
Consumer banking and small business lending
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, financial wellness recommendation, account opening, compliance adherence, basic PC and digital platform proficiency, cash handling, consumer credit understanding
Preferred skills
Small business client interaction, influencing business partners, notary license
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing
Responsibilities
Listen for financial wellness opportunities during client conversations, attain individual activity and outcome goals, open personal and business accounts, develop partnerships with branch teammates and line of business partners, support branch operations including teller line assistance, participate in morning huddles and end-of-day debriefs
Seniority
Entry-level to Mid-level, sales-driven IC