Personal Banker
Core
Trusted advisor and problem solver who engages clients in deeper conversations to uncover financial needs and provide guidance/solutions for financial wellness.
Role type
Client-facing retail banker (sales-driven)
Builds
Personal and business banking accounts, deposit products, lending solutions, and client relationships
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, financial wellness assessment, account opening, compliance adherence, 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 in-person and phone conversations; attain individual activity, behavior, and outcome goals; open personal and business accounts; develop partnerships with branch teammates and line of business partners; support branch operations including assisting on the Teller line; participate in morning huddles and end-of-day debriefs; work on Saturdays as directed.
Seniority
Individual Contributor, entry-to-mid level