Personal Banker

Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs Deliver accurate, compliant service while exercising sound judgement within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists Requirements 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Prior experience in financial services or a highly regulated, customer-facing role Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems Ability to identify customer needs and connect them to appropriate solutions Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Core Competencies Demonstrates strong customer relationship management skills through proactive engagement and effective communication. Proficient in utilizing digital tools to enhance customer experiences while adhering to compliance and operational standards. #J-18808-Ljbffr