Personal Banker

About the role

Deliver customer-focused financial solutions in local branch locations by opening and servicing personal accounts, processing transactions, and recommending appropriate products to help customers achieve their financial goals.

Responsibilities

• Open and maintain personal accounts with accurate account setup and servicing
• Process customer transactions efficiently and correctly
• Educate customers on online and mobile banking tools
• Identify cross-sell opportunities and match products to customer needs
• Support branch sales targets through consultative customer conversations
• Ensure compliance with banking regulations and internal policies
• Represent the organization with integrity and commitment to community service

Qualifications

• Strong customer service skills
• High attention to detail and accuracy
• Knowledge of banking products and compliance expectations
• Ability to provide tailored recommendations and identify sales opportunities