Role OverviewPersonal Bankers build professional relationships with clients to understand their financial needs and deliver valuable products and services. They work in a fast-paced environment, conducting accurate banking transactions and promoting bank products and services.
What You Will Do
Provides excellent client service, promotes bank products, achieves sales goals, develops relationships with business partners, and educates clients on digital banking platforms.
Why It Might Be a Fit
Successful Personal Bankers are enthusiastic about delivering an excellent client experience and promoting bank products and services. They must be able to work in a team environment, achieve sales standards, and maintain confidentiality of client information.
Requirements
- Strong written and verbal communication skills
- Strong attention to detail and ability to complete work accurately
- Ability to organize work
- Strong sales skills
- Basic math skills
- Proficient in basic office skills/equipment
- Ability to be NMLS licensed and registered
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