The Sales and Service Banker serves as a trusted advisor to customers, building lasting relationships by understanding their financial needs and goals. The role provides tailored solutions across banking, lending, and investment products while delivering customer service, minimizing risk, and defending against fraud. Bankers proactively support customers with financial needs, teller transactions, cross-selling opportunities, issue resolution, and education on digital banking tools. They collaborate with team members to meet branch sales targets and contribute to the bank’s overall success. Time allocated to core responsibilities may vary with branch needs, and the role may support nearby branches based on business necessity.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED