Sr. Personal Banker
Core
Execute client account servicing, process transactions, and maintain accurate records for personal banking relationships.
Role type
Senior IC personal banker
Builds
Client accounts and transaction processing workflows
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Client account setup, wire and fund transfer processing, account record maintenance, cash transaction handling, banking policy compliance, audit assistance, product knowledge, documentation review
Preferred skills
Banking operations knowledge, federal regulations knowledge, analytical skills, problem solving, organizational skills
Technologies
Banking applications, online tools
Responsibilities
Process wires and fund transfers, open and close accounts, maintain account records, handle cash transactions and daily balancing, assist with safe deposit box maintenance, monitor banking reports, provide mentorship to fellow bankers, train others on deposit area expertise
Seniority
Senior, hands-on IC
