Personal Banker
Core
Trusted advisor and sales-driven banker who uncovers client financial needs through in-person and phone conversations to recommend products and services.
Role type
Front-line retail banker (sales & relationship management)
Builds
Personal and business banking accounts, deposit products, lending solutions, and home equity products for individual and small business clients.
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, financial wellness assessment, account opening, small business client interaction, digital platform education, cash handling, compliance adherence, prospecting, objection handling.
Preferred skills
Bachelor's degree, Notary License, small business lending experience, investment opportunity identification.
Technologies
MS Windows, Office Products (Word, Excel), mobile banking apps, web-based banking platforms.
Responsibilities
Engage clients in conversations to uncover financial needs; open personal and business accounts; attain individual activity and sales goals; support branch operations including teller line assistance; manage internal and external centers of influence; schedule appointments outside working hours when practical.
Seniority
Entry-level to Mid-level, hands-on IC