Personal Banker
Core
Build and maintain client relationships through in-person meetings, phone outreach, and community engagement to drive sales and business development goals.
Role type
Front-line retail banker (sales & service)
Builds
Tailored product and service solutions for individual clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, financial needs assessment, sales pipeline management, transaction processing, lobby management, regulatory compliance, banking systems proficiency
Preferred skills
State Life Insurance license, NMLS registration, prior banking experience, Bachelor's degree
Technologies
Banking systems, applications, research tools, mobile banking platforms, online banking platforms
Sourced via workday · Listed on CareerPlan, which tracks 855,000+ jobs from 20+ sources.
