Personal Banker - Universal (Twin Peaks)

We are seeking a Personal Banker to acquire and deepen customer relationships through proactive sales and service activities. Manage the customer experience, identify financial solutions, and collaborate with partners to grow customer loyalty. Ideal for candidates with relevant experience in retail banking and strong customer focus.

Skills

• banking products
• retail lending
• risk management
• customer service
• sales process
• prospecting
• problem solving
• digital awareness
• account management
• product knowledge
• outbound calling
• lobby engagement
• appointment setting
• teller operations
• customer needs analysis
• leveraging technology
• matrix management
• client loyalty
• service to sales
• managing multiple priorities
• understanding customer needs