Role OverviewPersonal Bankers build professional relationships with clients to understand their financial needs and deliver valuable products and services. They achieve this by providing excellent client service, promoting bank products, and conducting accurate banking transactions in a fast-paced environment.
What You Will Do
Responsibilities include resolving problems, building relationships, handling special requests, and promoting consumer/small business banking products and services. Personal Bankers also achieve specific sales goals, develop and maintain relationships with business partners, and open checking and savings accounts.
Why It Might Be a Fit
To be successful, Personal Bankers must demonstrate digital expertise, work closely with clients and business partners, and maintain current knowledge and compliance with regulations and bank policies. They must also be able to protect client and bank information confidentially and follow all company policies.
Requirements
- High school diploma, GED, or equivalent
- 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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