Personal Banker
Core
Trusted advisor and problem solver who engages clients in conversations to uncover financial needs and provide guidance/solutions for financial wellness.
Role type
Client-facing sales and relationship management banker
Builds
Personal and business banking accounts, deposit products, lending products, and home equity solutions
Domain
Consumer Banking / Retail Banking
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, financial wellness assessment, account opening, compliance adherence, digital platform education, cash handling, small business interaction, partner influence
Preferred skills
Bachelor's degree, Notary License, small business client comfort, investment opportunity evaluation
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; ensure compliance with operational and security procedures; support branch operations including assisting on the Teller line; work on Saturdays as directed.
Seniority
Entry-level to Mid-level, hands-on IC