Personal Banker

About This Role

The Personal Banker builds and maintains relationships with clients and prospects, conducting financial needs assessments and providing tailored product and service solutions. This role involves proactive sales conversations, managing a pipeline of opportunities, and supporting the bank's risk management culture.

Responsibilities

• Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events
• Conduct financial needs assessments to identify opportunities and provide tailored product and service solutions
• Refer clients to business partners and subject matter experts to address specialized financial needs
• Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access
• Drive proactive sales conversations and manage a pipeline of opportunities to achieve assigned sales and business development goals
• Leverage ecosystem partnerships and community centers of influence to acquire, expand, and retain relationships
• Process routine and complex financial transactions, including deposits, withdrawals, loan payments, and account servicing
• Actively manage the financial center lobby experience by engaging, greeting, and directing clients to appropriate resources
• Support the Bank’s risk management culture by making sound decisions, maintaining situational awareness, and following established policies to ensure operational and financial safety
• Perform responsibilities flexibly based on the needs of the financial center, including evenings, weekends, and occasional travel as required

Requirements

• High School diploma or GED required; Bachelor’s degree preferred
• 3+ years of sales and client service experience required; prior banking experience preferred
• Will also consider candidates with a Bachelor’s degree plus 2 years of cash-handling, customer service, and retail experience
• Proven ability to form, expand, and deepen client relationships
• Working knowledge of applicable banking products, services, and regulations
• Proficiency in banking systems, applications, and research tools
• State Life Insurance license preferred
• NMLS registration under the SAFE Act of 2008 required; employment contingent upon successful registration and background check

Important Details

• Schedule: evenings, weekends, and occasional travel as required

Application Process

• Create an account or sign in with an existing account to access application information

About the Company