Personal Banker Silicon Forest
Core
Frontline associate building customer relationships and supporting everyday banking needs through in-branch interactions and proactive outreach.
Role type
Associate Personal Banker (SAFE)
Builds
Customer trust and branch growth by connecting customers to banking products and services
Domain
Retail Banking
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, internal banking systems
Responsibilities
Lead discovery-driven conversations to understand customer needs, support account openings and service requests, perform cash handling and teller activities, promote solutions to drive branch growth, collaborate with branch teammates for seamless handoffs
Seniority
Entry-level, frontline IC