Personal Banker
Core
Frontline associate supporting everyday banking needs, building customer relationships, and driving branch growth through in-branch interactions and proactive outreach.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch revenue through account openings, service requests, and credit applications
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
customer relationship building, financial product knowledge, cash handling, compliance adherence, digital tool adoption, risk judgment
Preferred skills
financial services experience, trust-based relationship building, proactive outreach, collaboration, policy adherence
Technologies
digital banking tools, transaction processing systems
Responsibilities
Build lasting customer relationships through proactive conversations; Lead discovery-driven conversations to connect customers with banking products; Drive branch growth by identifying opportunities and making referrals; Support account openings, service requests, and credit applications; Perform cash handling and teller line activities; Collaborate with branch teammates for seamless handoffs to licensed bankers
