2607-14 Personal Banker

Responsibilities

• Achieves established customer engagement and service goals.
• Engages with customers to identify needs, explains available financial institution products and services.
• Answers online, telephone, and in-person inquiries.
• Daily use of online banking systems, debit card, credit card, check ordering, and other partner systems to provide high level of service to customers.
• Makes outside sales calls on customers and potential customers to identify and refer loan services to appropriate financial institution specialists.
• Participates in sales, service, and product training meetings.
• Fulfills Teller duties when necessary.
• Ensures compliance with BSA/AML/OFAC policies, procedures, and processes as it pertains to their role in the Bank.

Requirements

• High school diploma or equivalent.
• Six months or more experience in the teller function or cash handling, as well as sales experience, particularly in cross-marketing products and services.
• Excellent interpersonal and communication skills.
• Good understanding of financial products and services.
• Strong organizational skills.
• Willingness to travel.