Personal Banker Milwaukee Area
Core
Frontline banking associate supporting everyday customer needs, account openings, and credit applications in a national branch.
Role type
Associate Personal Banker (SAFE)
Builds
Customer relationships and branch growth through product referrals and service delivery
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship building, cash handling, compliance adherence, digital tool adoption, risk judgment, proactive outreach, account management
Preferred skills
Financial services experience, trust-based relationship building, structured process comfort, team collaboration
Technologies
Digital banking tools, transaction processing systems
Responsibilities
Process new account openings and service requests, handle cash transactions, identify customer needs for banking products, perform proactive outreach, collaborate with licensed bankers for complex needs, maintain compliance with risk controls
Seniority
Entry-level, frontline IC
