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 customer relationship management and financial services, with a strong ability to adapt to new environments and utilize digital tools to enhance customer experiences. Proven track record in cash handling, compliance, and delivering accurate banking services while building trust-based relationships.

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

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

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

• Banking Standards
• Regulated Customer-Facing Role
• Structured Processes
• Operational Standards

• Digital Banking Tools
• Customer Relationship Management Software