Personal Banker
Core
Build and maintain client relationships through in-person meetings, phone outreach, and community engagement to drive sales of tailored financial products and services.
Role type
Front-line sales banker (relationship management)
Builds
Personal banking products, loans, and digital banking adoption
Domain
Retail banking / Consumer finance
Deliverable
client delivery
Required skills
client relationship building, financial needs assessment, sales pipeline management, transaction processing, lobby management, regulatory compliance
Preferred skills
State Life Insurance license, NMLS registration, prior banking experience, Bachelor's degree
Technologies
banking systems, applications, research tools
Responsibilities
Conduct financial needs assessments, drive proactive sales conversations, process routine and complex financial transactions, manage the financial center lobby experience, refer clients to subject matter experts, educate clients on digital banking options
Seniority
Mid-level, hands-on IC