Personal Banker
Core
Trusted advisor and problem solver who engages clients in deeper conversations to uncover financial needs and provide guidance on financial wellness, both in-person and via proactive calling.
Role type
Client-facing relationship banker (sales-driven)
Builds
Personal and business banking relationships, new client acquisition, and expanded product adoption
Domain
Consumer and small business banking
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, financial wellness recommendation, account opening (checking, deposits, lending), compliance adherence, digital platform education, consumer credit understanding, 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 including checking, deposits, and lending products; Develop partnerships with branch teammates and line of business partners to acquire new clients and deepen existing relationships; Support branch operations including assisting on the Teller line; Attain individual activity, behavior, and outcome goals; Work on Saturdays as directed.
Seniority
Individual Contributor, entry to mid-level