Personal Banker
Core
Client-facing role focused on acquiring new clients and deepening relationships with existing ones to drive financial wellness and sales of banking products.
Role type
Sales-driven Personal Banker
Builds
Personal and business accounts, deposit products, lending products, and home equity solutions
Domain
Consumer Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship building, sales goal attainment, prospecting, objection handling, financial wellness assessment, compliance adherence, digital platform education, cash handling
Preferred skills
Small business client interaction, notary license
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing
Responsibilities
Engage clients in conversations to uncover financial needs, open various account types, manage internal and external centers of influence, support branch operations including teller line assistance, attend team huddles and debriefs
Seniority
Entry-level to Mid-level, hands-on IC