Personal Banker
Core
Build and maintain client relationships through in-person meetings, phone outreach, and community engagement to provide tailored financial solutions and drive sales.
Role type
Front-line retail banker (sales & service)
Builds
Banking products and services for individual clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, financial needs assessment, sales pipeline management, transaction processing, regulatory compliance, banking systems proficiency
Preferred skills
State Life Insurance license, NMLS registration, prior banking experience, Bachelor's degree
Technologies
Banking systems, applications, research tools, mobile banking platforms, online banking, ATM networks
Responsibilities
Conduct financial needs assessments, drive proactive sales conversations, process routine and complex financial transactions, manage financial center lobby experience, educate clients on digital banking options, support risk management culture
Seniority
Mid-level, hands-on IC