Roving Personal Banker Southern CT Westchester District
$47,840–$64,480 year
On-siteWestport, Connecticut, United States or Stamford, Connecticut, United States
Job Summary
Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed. Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement while driving branch growth by identifying opportunities and making appropriate referrals. Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards, including account openings, service requests, and credit applications. Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards. This role requires 100% travel within the Southern CT Westchester District and includes Saturday shifts. SAFE registration is required at the time of employment.
Required Qualifications
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- SAFE registration
- Ability to travel 100% of the time within assigned geography
- Ability to work a schedule that will include Saturdays
Desired Qualifications
- Prior experience in financial services or a highly regulated customer‐facing role, demonstrating comfort with structured processes, accuracy, and service expectations
- Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
- Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
- Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
- Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
- Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
- Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
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