As a Personal Banker, you serve as a trusted advisor, helping clients meet their banking needs through meaningful conversations and strong product knowledge. You recommend and offer banking products and services based on clients’ needs. The role involves working face-to-face with clients, opening new deposit accounts, conducting loan and deposit transactions, and managing a cash drawer. You assist team members and clients, resolve complex problems, ask questions to uncover needs, and refer business to other areas of the company, including lending, insurance, and wealth management. Banking software is used to view customer accounts, research statements and transactions, answer questions, and refer clients to additional services and products. Employees are expected to maintain confidentiality and follow applicable banking laws, regulations, and company policies and procedures. Applicants should expect to complete required pre-employment screening.
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Job Type
Full-time
Education Level
No Education Listed