Personal Banker - Roving Helena
Core
Front-line banker providing personalized support, account openings, and credit applications across multiple branch locations within an assigned geography.
Role type
Associate Personal Banker (Roving)
Builds
Customer relationships and branch growth through in-branch interactions and proactive outreach.
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship building, cash handling, compliance adherence, digital tool adoption, risk judgment, teamwork
Preferred skills
Financial services experience, trust-based relationship building, proactive outreach, system learning
Responsibilities
Cover for banker and teller absences, perform cash handling and teller line activities, lead discovery conversations to connect customers with banking products, support account openings and credit applications, collaborate with branch teammates for seamless handoffs
Seniority
Entry-level / Associate