Personal Bankers
Core
Deliver exceptional service to members by managing accounts, providing financial advice, and selling banking products to meet individual needs.
Role type
Personal Banker (Branch)
Builds
Member-owned banking experience and financial solutions for local community members
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer service, sales, banking knowledge, financial advice, relationship building, problem solving
Preferred skills
Retail experience, lending product knowledge
Responsibilities
Manage customer bank accounts (opening, closing, transactions), provide advice on financial products (loans, credit cards, home loans), assist with budgeting and financial goals, achieve individual sales targets, collaborate with specialists
Seniority
Individual Contributor