Personal Banker - Coastal Peaks (evergreen)
Core
Associate Personal Banker delivering exceptional customer experience by building relationships, proposing financial products, and assisting with account openings and credit applications.
Role type
Associate Personal Banker (SAFE)
Builds
Consumer banking products and mortgage loan applications
Domain
Banking and Consumer Finance
Deliverable
product features
Required skills
customer relationship building, basic account opening, credit application processing, regulatory compliance (SAFE/LO), fraud identification, cash handling
Preferred skills
proactive customer outreach via phone/email, mobile banking education, team collaboration, military experience
Technologies
mobile banking platforms, Nationwide Mortgage Licensing System (NMLS)
Responsibilities
Participate in delivery of exceptional customer experience by building relationships through proactive outreach; Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications; Maintain cash drawer and complete service-related tasks.
Seniority
Entry-level to Junior