Personal Banker

Promote and sell deposit products, including savings accounts, checking accounts, and certificates of deposit, to existing clients and new prospects. Build lasting relationships by understanding financial goals, offering tailored banking solutions, and providing exceptional customer service. Identify new business opportunities through prospecting, networking, and outreach, then implement sales strategies to expand the client base. Refer clients to other departments for loans, mortgages, and wealth management while resolving inquiries and addressing concerns to ensure overall satisfaction. Achieve individual sales and service objectives by meeting performance targets.