Personal Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• 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 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 judgment 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

• 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, 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

Demonstrates expertise in providing personalized banking support, building customer relationships, and utilizing digital tools to enhance the banking experience. Proven ability to collaborate effectively with team members while adhering to compliance and operational standards.

• Customer Relationship Management
• Financial Services Experience
• Digital Tools Proficiency
• Cash Handling
• Compliance Adherence

• Account Openings
• Service Requests
• Credit Applications
• Transaction Processing
• Risk Control

• Active Listening
• Proactive Communication
• Team Collaboration
• Trust Building

• Banking Standards
• Regulated Customer‑Facing Role
• Structured Processes

• Digital Banking Tools
• Customer Relationship Management Software