Personal Banker

Role Overview

• Personal Bankers will be responsible for providing products and services to enhance our Customer relationships.
• The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts.
• This role will be responsible for opening new accounts and submitting loan applications.
• The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements.
• Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services.
• Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.

Requirements

• High School Diploma or equivalent is required.
• Must have at least one year of face-to-face customer service experience.
• Previous cash handling experience is required.
• Prior sales experience is required.
• Must have a proven ability to work with customers in an enthusiastic manner.
• Previous experience in a retail sales environment is strongly preferred.
• Must have a proven ability for attention to detail.
• Ability to use and learn multiple banking and software programs.
• Must have proven, excellent customer service skills.
• Must have excellent oral and written communication skills.
• Must possess the ability to market Bank products and services.
• One year of previous banking experience preferred.

Benefits

• medical, dental, and vision coverage
• a 401(k) plan
• life, accident, and disability insurance
• flexible spending accounts (FSAs) and health savings accounts (HSAs)
• wellness programs
• paid parental leave
• military leave
• vacation and other paid time off
• sick leave in accordance with applicable state laws
• paid holidays