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 (Retail Banking)
Builds
Personal and business accounts, deposit products, home equity, and unsecured lending solutions.
Domain
Consumer Retail Banking
Deliverable
product features
Required skills
Relationship building, sales goal attainment, consumer credit understanding, tele-consulting, prospecting, networking, digital platform education, cash handling, risk management.
Preferred skills
Small business client interaction, objection handling, fact-finding, notary license.
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing.
Responsibilities
Listen for financial wellness opportunities and provide customized recommendations; open accounts and deposit products; develop partnerships with branch teammates and line of business partners; ensure compliance with operational and security procedures; support branch operations including teller line assistance.
Seniority
Entry-level to Mid-level, hands-on IC