Personal Banker 2

Responsibilities

• Provide exceptional customer service by promptly and effectively addressing customer inquiries and resolving issues.
• Identify and assess customers' needs to recommend appropriate banking products and services.
• Actively promote and sell the bank’s products and services to prospective and existing customers.
• Develop and maintain customer relationships; actively seek referral resources from existing customers.
• Assist customers with loan applications, recommends appropriate loan structure, gather required documents, submit package to retail loan department and closes retail loans as needed.
• Maintain accurate customer records and documentation in compliance with banking regulations.
• Collaborate with internal teams to address complex customer issues and ensure prompt resolution.

Qualifications

• A high school diploma or equivalent; college degree preferred.
• Previous customer service experience in a banking or financial institution is a plus.
• Previous sales experience is a plus.
• Excellent communication skills, both verbal and written.
• Strong problem-solving abilities and attention to detail.
• Proficient computer skills and familiarity with banking software and systems.
• Ability to work in a fast-paced environment and adapt to changing priorities.
• Professional demeanor and ability to build rapport with customers.

Compensation and Benefits

Competitive compensation and benefits package, including health insurance, retirement plans, and paid vacation.

Company Culture

We foster a positive and inclusive company culture where employees are the heart of our organization. You'll be part of a close-knit team that celebrates individuality and promotes collaboration.