Personal Banker Millard
Core
Frontline banking associate building customer relationships and supporting everyday banking needs in a branch.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch growth
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship building, financial product knowledge, cash handling, compliance adherence, digital tool adoption, proactive outreach, risk identification
Preferred skills
Financial services experience, trust-based relationship building, structured process comfort, team collaboration
Technologies
Digital banking tools, internal banking systems
Responsibilities
Support account openings, service requests, and credit applications; Perform cash handling and teller line activities; Lead discovery-driven conversations to connect customers with banking solutions; Collaborate with branch teammates for seamless handoffs; Demonstrate sound judgment within risk controls.
Seniority
Entry-level / Associate