Personal Banker
Core
Acquires and deepens the branch customer base through proactive sales and service activities, managing the customer experience to improve financial wellbeing.
Role type
Personal Banker
Builds
Retail banking products and services for individual customers
Domain
Retail Banking
Deliverable
client delivery
Required skills
Proactive sales, customer service, risk management, product knowledge, lobby engagement, financial education
Preferred skills
Client loyalty, leveraging technology, identifying opportunities
Responsibilities
Acquire and deepen customer base, drive proactive sales conversations, perform lobby engagement, apply product knowledge to solve customer problems, manage risk through policy adherence
Seniority
Individual Contributor, 3+ years experience
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