Traveling Personal Banker: Client Advisor Across Branches

German American Bank; Gahanna (OH); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Education assistance

Parental bonding leave

Wellness programs

Life event coverage

401(k) match

Stock purchase plan

Discounts on goods and services

Job summary

German American Bank is seeking a Traveling Personal Banker to support multiple branch locations. You will engage with clients in person, open new deposit accounts, and handle loan and deposit transactions while maintaining confidentiality and strong product knowledge. This role travels among branches to serve a diverse client base and build referral opportunities, with a focus on excellent service.

Qualifications

• Prior customer service experience.
• Cash-handling experience.
• Ability to meet/exceed monthly product referrals goals.

Responsibilities

• Face-to-face client interactions to assess needs and open accounts.
• Perform loan and deposit transactions, manage cash drawer, and research questions.
• Refer clients to lending, insurance, and wealth management teams as needed.

Skills

Customer service

Cash handling

Product referrals

Banking software

Tools

Banking software

Job description

German American Bank is seeking a Traveling Personal Banker to support multiple branch locations. You will engage with clients in person, open new deposit accounts, and handle loan and deposit transactions while maintaining confidentiality and strong product knowledge. This role travels among branches to serve a diverse client base and build referral opportunities, with a focus on excellent service.