Role OverviewPersonal Bankers build professional relationships with clients to understand their financial needs and deliver valuable products and services. They achieve this vision by working with a team to achieve individual and group goals, promoting bank products and services, and conducting accurate banking transactions in a fast-paced environment.
What You Will Do
The main day-to-day responsibilities include providing excellent client service, promoting consumer/small business banking products and services, achieving sales goals, and developing relationships with business partners.
Why It Might Be a Fit
A successful Personal Banker is enthusiastic about delivering an excellent client experience, understanding and promoting bank products and services, and working with a team to achieve individual and group goals.
Requirements
- High school diploma, GED, or equivalent, required
- Associate degree or higher preferred
- Previous banking experience preferred
- 6 months in a client service experience role preferred
- 6 months sales experience preferred
- Minimum 6 months cash handling experience preferred
- Ability to be NMLS licensed and registered
- Ability to obtain a state notary license
Benefits
- Medical
- Dental
- Vision
- 401(k) plan
- Company paid life insurance
- Short and Long-term disability insurance
- Company paid vacation
- Paid leave
- Paid holidays
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