Personal Banker
On-site · Franklin, Ohio, United States
Job Summary
Personal Banker responsible for proactively meeting customer financial needs through direct sales and referrals while delivering world class service. The role involves interacting with customers in person, by telephone or video, leveraging the Peoples Bank sales process to achieve monthly production goals across products and services (loans, deposits, and access to information via mobile banking), and coordinating with partners to offer mortgage, retirement, and other solutions. Candidates should develop and retain the customer base, maintain confidentiality, ensure accurate balancing and error resolution, process deposits, and refer clients to business partners for cross-selling opportunities. The position requires needs-based sales experience, strong communication, the ability to convert service encounters into dialogue-based meetings, and the capacity to travel as needed for internal education and occasional branch coverage. A high school diploma or GED is required, along with basic computer skills and the ability to pass background and credit standards (NMLS credentials). The role emphasizes reliability, integrity, teamwork, and a customer-focused, solution-oriented approach to banking.
Required Qualifications
- Minimum 1 year of needs-based sales experience
- High School Diploma or GED
- Proficient in basic computer operations and standard applications
- Proficient knowledge of Windows and Microsoft Office (Word and Excel)
- Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay
- Daily reliable transportation
- Must be able to pass background and credit standards to hold NMLS credentials
- Must be a flexible team player with excellent oral and written communication, customer service and cross-selling skills
- Must be able to establish and maintain working relationships with partners at their location and via telephone
- Must be self-motivated and assertive with an ability to perform well in a sales environment
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.