Personal Banker Associate - Tanglewood

About the Role

The Personal Banker Associate has dual responsibilities as both a Teller and a Personal Banker. This role requires efficiently processing customer transactions, generating business, and deepening relationships by promoting financial products and services to potential and existing customers. The position focuses on providing high-quality customer service, achieving sales goals, and supporting banking center staff.

Responsibilities

• Greet customers and facilitate a welcoming and customer-focused environment.
• Provide extraordinary customer service while achieving goals and supporting banking center staff.
• Build and maintain relationships with customers to identify financial products and services that meet their needs.
• Promote financial products and services.
• Open deposit accounts and take loan applications.
• Process consumer loan/credit line requests for customers.
• Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures.
• Generate new business and expand relationships with current customers through networking and Centers of Influence.
• Respond to customer inquiries and concerns and create positive solutions.
• Support other employees as needed.

Requirements

• Minimum of one year of successful sales experience in an incentive-driven or relational selling environment, with demonstrated performance in meeting and exceeding goals.
• Minimum 6 months of cash handling, processing of transactional payments, and/or point of sale experience in a retail sales or service environment and/or previous banking experience.
• Minimum of 12 months of experience working in a retail banking center/branch environment.
• Ability to generate referrals, including making on-site visits with local businesses.
• Ability to work effectively as a team member and with customers.
• Strong work ethic and high integrity.
• Proficiency with all Microsoft applications (Word, Outlook, Excel, etc.).
• Friendly, outgoing, assertive, confident, and enthusiastic personality.
• Must have a current Notary license or be willing to become one at the Bank’s expense.

Preferred Skills

• Successful sales record in a retail banking environment, with knowledge of bank services and products.
• Bilingual (fluent verbal and written Spanish) skills.

Physical Requirements

This position requires long periods of standing or sitting, as well as typing and repetitive motion. Candidates must be able to lift and carry cash drawers, coin bags, and boxes sometimes weighing up to 25 pounds.

Schedule

Standard hours are Monday - Friday from 9:00 a.m. - 6:00 p.m. and Saturday from 9:00 a.m. to 1:00 p.m. A shift differential of $5/hr is available for Monday through Friday from 5:00 p.m. - 6:00 p.m. and Saturday from 12:00 p.m. - 1:00 p.m. Candidates must be available to work weekend hours.