Personal Banker

Personal Banker

Requirements

• 3+ years experience in banking or related field
• Knowledge of banking products
• Effective communication skills
• Ability to manage multiple priorities
• Problem-solving skills
• Understanding customer needs

Responsibilities

• Acquire and deepen the branch customer base through proactive sales and service activities
• Manage the customer experience by identifying opportunities to improve financial wellbeing
• Drive proactive sales conversations through internal and outbound interactions
• Create customer loyalty and grow customer share of wallet through a differentiated customer experience
• Educate customers on options for managing financial transactions
• Manage risk through adherence to all policies and procedures

Preferred Qualifications

• Bilingual Spanish preferred
• Accountability
• Client loyalty
• Customer experience (CX)
• Customer service
• Identifying opportunities
• Leveraging technology
• Proactive sales