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 sales and client service banker
Builds
Tailored product and service solutions for individual clients
Domain
Banking and financial services
Deliverable
product features
Required skills
Client relationship management, financial needs assessment, sales pipeline management, digital banking education, 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 self-service options
Seniority
Mid-level, hands-on IC