Branch Relationship Banker (Personal Banker) - Santan Village/Gilbert (AZ)

Essential Functions

• Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
• Duties may include new accounts, consumer loans, and performing client services issues.
• Resolves client concerns through direct personal action or by referring clients to an alternative bank department’s resource.
• Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
• Follows up with clients as needed.
• May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
• Responsible for resolving customer service issues.
• Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
• May be responsible for processing cash transactions and other customer service duties within the branch.

Qualifications

• A high school diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience.
• An equivalent combination of education and experience may meet qualifications.
• Previous experience in a financial sales representative-oriented role preferred.
• Working knowledge of mathematical calculations and standard banking products, services and transactions.
• Solid knowledge of all retail products and services.
• Basic knowledge of consumer lending applications.
• Proven customer service, interpersonal and communication skills, both verbal and written.
• Effective selling, cross-selling and referral skills.
• Solid mathematical, problem-solving and negotiation skills.
• Solid interpersonal & relationship building skills.
• Strong attention to detail and time management.
• Proficient in basic computer skills.
• Bilingual proficiency in English and Spanish languages, is preferred.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
• Mental health benefits include coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.

Schedule

Monday – Friday: 8:15 AM – 5:15 PM; 40 hours/week