Personal Banker

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Deepen client relationships while meeting customer needs
• Create sales opportunities by calling leads
• Visit businesses to offer workplace banking
• Develop referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other job duties as assigned

• High school diploma or equivalent
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales, or relevant experience
• Reliable transportation
• Ability to work branch hours, including weekends and some evenings
• Ability to obtain NMLS registration within 90 days
• Ability to thrive in a high-energy, sales-driven team
• Expert product knowledge and conversation skills
• Compelling communication and positive professional image
• Problem-solving ability
• Attention to detail

Demonstrates strong sales acumen through personalized customer engagement and product recommendations, while maintaining compliance with industry standards. Capable of building client relationships and achieving performance metrics in a fast-paced, team-oriented environment.

• Sales Experience
• Customer Engagement
• NMLS Registration
• Product Knowledge
• Communication Skills

• Transaction Management
• Cash Drawer Management
• Bank Documentation
• Sales Conversion
• Cross-Selling

• Problem-Solving
• Attention to Detail
• Positive Professional Image

• NMLS Registration

• Retail Banking
• Client Relationships
• Referral Networks
• Key Performance Metrics
• Workplace Banking