Job Details

The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values. A successful Personal Banker must: Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions. Open new accounts, discuss and refer or originate loans, and onboard new clients. Introduce and demonstrate digital and self-service options to clients. Communicate clearly with staff and clients verbally, over the phone, and via video chat. Comfortable functioning as a concierge or greeter. Make out-of-office calls to businesses, community organizations, and referral sources. Develop competencies and certifications/registration necessary to support branch performance goals. Proactively accepts in...Personal Banker, Banker, Business Services, Skills, Personal