Personal Banker

About the role

The Personal Banker is responsible for acquiring and deepening the branch customer base through proactive sales and service activities. They manage the customer experience by identifying opportunities to improve financial wellbeing, leveraging community and ecosystem partnerships to grow customer relationships and share of wallet.

Responsibilities

• Drive sales via outbound calls, lobby engagement, and appointment setting
• Identify customer needs and recommend appropriate banking products
• Educate customers on managing transactions and digital resources
• Mitigate risks by adhering to policies and procedures
• Participate in branch operations to ensure efficiency and accuracy
• Conduct proactive sales conversations and provide tailored financial solutions
• Ensure customer loyalty through exceptional service

Requirements

• Typically 3+ years of related experience or an equivalent combination of education and experience
• Strong customer service, proactive sales, and communication skills
• Knowledge of banking products, digital tools, and effective problem-solving
• Ability to manage multiple priorities and assess customer needs effectively

Benefits

The role offers a competitive salary, incentive opportunities, and comprehensive benefits focused on employee well-being.

It emphasizes a customer-centric approach, risk management, and an inclusive workplace culture.