Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs while maintaining consistent service quality
• Build customer relationships through proactive conversations supporting financial well-being
• Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Commute to assigned branch locations for the duration of assignments
• Flex between cash handling and customer banking activities

Roving Personal Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions for clients as needed
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery-driven conversations to understand customer needs
• Connect customers with relevant banking products, services, solutions, and digital tools
• Drive branch growth by identifying opportunities, promoting solutions, and making referrals
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Process transactions accurately while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Flex between cash handling and customer banking activities to support branch operations