Banker

• Build customer relationships and recommend and sell products and services
• Identify customer needs and offer financial solutions
• Ask personalized questions to understand customers’ financial goals
• Create and manage a loan pipeline with strong closing conversions
• Prospect and cross-sell home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Track and challenge daily key performance metrics while balancing competing priorities
• Provide an unparalleled customer experience
• Perform other duties as assigned

Personal Banker II

• 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
• Build customer relationships through proactive conversations and outreach
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make referrals to drive branch growth
• Support 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
• Exercise sound judgment within defined risk controls
• Coordinate handoffs to licensed bankers and specialists
• Commute to assigned branch locations for the duration of assignments

Personal Banker

• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline with strong closing conversions
• Prospect and cross-sell home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Monitor daily key performance metrics while balancing competing priorities and delivering a strong customer experience
• Perform other duties as assigned
• Coach others as a sales mentor

• Acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Drive retention and balanced growth across deposits, lending, and investments
• Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking
• Set expectations and take ownership of converting qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking to champion digital adoption
• Resolve account inquiries and service requests within authorized limits
• Document actions and set follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, timely escalation, and policy/regulatory adherence
• Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after licensing and SAFE requirements are completed
• Work collaboratively in a branch environment and make appropriate referrals