Personal Banker

Advise customers on high-level financial solutions by engaging in thoughtful financial questions to deepen relationships and increase confidence. Provide personalized advice on investment and credit banking options, address concerns, and prepare documents consistent with regulatory guidelines. Act as a point of contact for frontline staff to handle customer problems while maintaining confidentiality and accuracy. Work closely with existing and prospective customers to discuss portfolio updates and suggest additional personalized solutions based on their goals. Maintain professional space in common areas and participate in process improvement opportunities to protect organizational interests. Achieve service level agreements and productivity targets while mentoring team members and fostering a positive work environment.