PERSONAL BANKER - PRINCE WILLIAM NORTH
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 services for individual customers
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
customer relationship building, proactive outreach, basic account management, credit application processing, regulatory compliance (SAFE/LO), cash handling
Preferred skills
complex transaction handling, proactive digital engagement, team collaboration, fraud identification, military experience
Technologies
mobile banking platforms, banking core systems
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 handle cash balancing; Commute to assigned branch locations and potentially rove between branches within the district.
Seniority
Entry-level to Associate