Personal Banker Pickens Main
Core
Frontline associate supporting everyday banking needs, building customer relationships, and driving branch growth through in-branch interactions and proactive outreach.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch revenue through account openings, service requests, and credit applications
Domain
Retail Banking
Deliverable
product features
Required skills
Customer relationship building, financial product knowledge, cash handling, compliance adherence, digital tool adoption, risk judgment
Preferred skills
Financial services experience, trust-based relationship building, proactive outreach, collaboration, policy following
Technologies
Digital banking tools, transaction processing systems
Responsibilities
Conduct discovery-driven conversations to identify customer needs and connect them with relevant banking products and services
Seniority
Entry-level, frontline IC