Personal Banker - H Street
Core
Frontline associate supporting everyday banking needs, account openings, and credit applications through in-branch interactions and proactive outreach.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch growth
Domain
Banking / Financial Services
Deliverable
product features
Required skills
customer relationship building, cash handling, compliance adherence, digital tool adoption, risk judgment, referral coordination
Preferred skills
financial services experience, trust-based relationship building, proactive outreach, policy following
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