Personal Banker I

Build customer relationships through in-branch banking transactions and consultative product recommendations. Open and maintain accounts, resolve customer needs, support daily branch operations, manage cash, and help customers use digital banking tools while following bank policies and regulations.

Responsibilities

• Process customer transactions and assess customer needs.
• Recommend banking products and refer customers to appropriate partners.
• Open new accounts, perform account maintenance, and support cross-selling goals.
• Resolve customer problems and fulfill requests accurately and promptly.
• Maintain cash levels and follow branch operational procedures.
• Guide customers in using mobile, online, and other digital banking services.

Required Skills

• Cash handling
• Bank transaction processing
• Account opening
• Account maintenance
• Banking product knowledge
• Consultative sales
• Cross-selling
• Customer problem resolution
• Digital banking platforms
• Bank regulatory compliance