Roving 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
• Bilingual speaking and listening proficiency in Spanish/English (include on bilingual required postings only)

Demonstrates strong customer engagement and relationship-building skills while providing personalized banking support. Proficient in cash handling, compliance, and utilizing digital tools to enhance customer experiences.

• Customer Relationship Management
• Cash Handling
• Bilingual Proficiency in Spanish/English
• Digital Tools Adoption
• Compliance and Risk Management

• Account Openings
• Service Requests
• Credit Applications
• Transaction Processing
• Operational Standards

• Adaptability
• Proactive Communication
• Team Collaboration
• Sound Judgment

• Banking Support
• Branch Growth
• Customer Needs Assessment
• Financial Well-Being
• Referral Promotion