Personal Banker Ferndale Station
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 (frontline IC)
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, cash handling, compliance adherence, digital tool adoption, risk identification, referral management
Preferred skills
financial services experience, trust-based relationship building, proactive outreach, collaboration
Technologies
digital banking tools, transaction processing systems
Responsibilities
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products; Perform cash handling and teller line activities accurately; Support account openings, service requests, and credit applications; Collaborate with branch teammates to coordinate handoffs to licensed bankers; Demonstrate comfort using and adopting digital tools to enhance customer experience; Follow policies and regulations while identifying and escalating risk concerns.
Seniority
Entry-level, hands-on IC
