About This Role
Personal Bankers build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. This frontline role involves learning about customers’ goals and connecting them to the right banking products, services, and digital tools to help them manage their finances with confidence. It provides a strong foundation for long-term career growth and mobility, supported by training and coaching.
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, ensuring customers are connected to the right expertise
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
Nice to have:
- Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
- 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 and confidently guide customers in adopting capabilities that enhance their banking experience
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- 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
