Personal Banker
Core
Build and maintain client relationships through in-person meetings, phone outreach, and community engagement to drive sales and business development goals.
Role type
Front-line retail banker (sales & service)
Builds
Banking products and services for individual clients
Domain
Financial services / Retail banking
Deliverable
product features
Required skills
Client relationship management, Financial needs assessment, Sales pipeline management, Digital banking education, Transaction processing, Lobby management, Risk compliance awareness
Preferred skills
Prior banking experience, Bachelor's degree, State Life Insurance license
Technologies
Banking systems, applications, research tools
Responsibilities
Conduct financial needs assessments, Drive proactive sales conversations, Process routine and complex financial transactions, Manage financial center lobby experience, Support bank risk management culture, Perform flexible scheduling including evenings and weekends