Personal Banker Senior
Core
Acquires and deepens the branch customer base through proactive sales and service activities, managing the customer experience to improve financial wellbeing and grow share of wallet.
Role type
Senior Personal Banker (Retail Banking)
Builds
Retail banking products and services for individual customers
Domain
Retail Banking
Deliverable
product features
Required skills
Proactive sales, Customer experience management, Financial product knowledge, Risk management, Lobby engagement, Regulatory compliance
Preferred skills
Client loyalty, Identifying opportunities, Leveraging technology, Prospecting, Retail lending
Technologies
Digital banking tools, Notary Public
Responsibilities
Conduct outbound calling and lobby engagement to acquire and retain customers, Educate customers on financial products and technology solutions, Manage risk through adherence to policies and procedures, Perform branch daily operations, Serve as a Notary Public
Seniority
Senior, 4+ years experience