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
Sales-driven Personal Banker
Builds
Client relationships and financial wellness solutions
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, account opening, compliance adherence, basic financial literacy (credit/debt/income), digital platform education, cash handling, partner influence
Preferred skills
Small business client interaction, objection handling, notary license
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing
Responsibilities
Listen for financial wellness opportunities during client conversations and provide customized recommendations; Open personal and business accounts (checking, deposits, lending, CDs); Develop partnerships with branch teammates and line of business partners; Support branch operations including assisting on the Teller line; Attain individual activity, behavior, and outcome goals.
Seniority
Individual Contributor