Sr Personal Banker
Core
Execute client account servicing activities including processing wires, fund transfers, opening/closing accounts, and handling cash transactions while maintaining accurate records.
Role type
Senior IC personal banker
Builds
Client deposit accounts and banking services
Domain
Banking / Wealth Management
Required skills
Account servicing, wire processing, cash handling, compliance adherence, documentation review, banking product knowledge, audit assistance, mentoring, training
Preferred skills
Knowledge of federal regulations, banking operations experience, analytical skills, problem solving, organizational skills
Technologies
Banking applications, online tools, WM Intranet
Responsibilities
Process wires and fund transfers, open and close accounts, handle cash transactions and daily balancing, maintain safe deposit boxes, assist with banking audits, mentor fellow bankers, train others on deposit area expertise
Seniority
Mid-Senior, hands-on IC