Personal Banker
Core
Deliver exceptional service to members by managing accounts, providing financial advice, and selling banking products to meet individual needs.
Role type
Personal Banker (front-line IC)
Builds
Personal banking solutions, lending products, and account management services for members
Domain
Retail Banking / Consumer Finance
Deliverable
product features
Required skills
Customer service, sales, financial product knowledge, relationship building, problem solving, analytical skills
Preferred skills
Banking or financial services experience, retail experience
Responsibilities
Manage customer bank accounts (opening, closing, transactions), provide advice on unsecured and secured lending products, identify member financial needs and aspirations, achieve individual sales and performance targets, collaborate with specialists to deliver best solutions
