Senior Personal Banker
Core
Execute client account servicing activities, process transactions, and maintain accurate account records for sophisticated individuals and families.
Role type
Senior Personal Banker (IC)
Builds
Client deposit accounts and banking services
Domain
Wealth Management / Retail Banking
Required skills
Client relationship management, transaction processing, account maintenance, regulatory compliance knowledge, audit assistance, mentoring, training
Preferred skills
Banking operations knowledge, federal regulations knowledge, analytical skills, problem-solving, organizational skills
Technologies
Banking applications, online tools, WM Intranet
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 in deposit areas
Seniority
Mid-Senior, hands-on IC