Roving Personal Banker

Responsibilities

• Provide personalized banking support across multiple branch locations within an assigned geographic area.
• Adapt quickly to new branch environments, teams, and customer needs.
• Build lasting customer relationships through proactive, meaningful conversations.
• Lead discovery driven conversations to understand customer needs.
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals.
• Support everyday banking needs, including account openings, service requests, and credit applications.
• Perform cash handling and teller line activities.
• Demonstrate comfort using and adopting digital tools.
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
• Collaborate with branch teammates to coordinate seamless handoffs.

• 6+ months of interacting with customers, 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.
• 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.
• Ability to identify customer needs and connect them to appropriate solutions.
• 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.