Personal Banker
Core
Deliver exceptional client service experience while servicing clients with a full range of banking products and services, including account maintenance, money movements, and cash transactions.
Role type
Personal Banker
Builds
Client accounts and banking services
Domain
Banking / Wealth Management
Required skills
Client service, problem solving, organizational skills, critical thinking, verbal and written communication
Preferred skills
Knowledge of federal regulation, banking guidelines, banking operations, products and services
Technologies
Banking applications, online tools
Responsibilities
Execute and submit client account servicing requests (wires, transfers, account opening/closing), handle cash transactions and daily balancing, maintain accurate account records, assist with Safe Deposit Box maintenance, monitor banking reports, assist with audits
Seniority
Mid-level, 2-3 years experience