Personal Banker

About the role

Personal Bankers are enthusiastic, self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers build professional relationships with existing and potential clients to understand their financial needs, deliver valuable products and services, and complete the account opening process accurately.

Successful Personal Bankers are enthusiastic about delivering an excellent client experience; promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment; and working with a team to achieve individual and group goals.

Responsibilities

• Provide "fast, easy, and personal" service consistent with company client service standards, including resolving problems, building relationships, handling special requests, greeting clients in a friendly manner, and taking ownership to ensure follow-through and timely resolution.
• Promote consumer and small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center (e.g., distributing product brochures, engaging potential clients in conversations about banking needs).
• Achieve specific sales goals on a daily, monthly, quarterly, and annual basis.
• Develop and maintain relationships with business partners to maximize opportunities and achieve sales standards.
• Provide a broad base of financial services with the goal of earning 100% of the client's business.
• Open checking and savings accounts, process client transactions, and recommend other bank products, including credit cards and loans.
• Demonstrate digital expertise by using and educating clients and associates about digital banking platforms, such as online banking, bill pay, mobile banking app (including text alerts and mobile deposits), smart ATMs/ITMs, and chatbox.
• Work closely with clients and business partners to refer products and services to other business lines.
• Educate and provide clients with other banking services; resolve client concerns and issues efficiently and effectively.
• Conduct operational tasks ethically to protect client and bank assets, including documenting account opening, accounting for cash and negotiable instruments under dual control, and completing logs and records accurately.
• Protect all client information and bank trade secrets as confidential, following company policies for communication with clients, vendors, and associates.
• Implement banking center operations procedures when delegated by the Banking Center Manager, including maintaining cash supplies, auditing, documenting transactions, and ensuring compliance with requirements.
• Maintain current knowledge and compliance with regulations and bank policies, including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Associate Handbook policies, and Operations, Audit, and Security policies through regular training.
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Perform other specified duties as assigned.

Pay

The Personal Banker position pay rate is $20.00 to $24.50 per hour, depending on experience. This position is eligible for additional monthly incentive compensation based on achievement of established goals.

Benefits

Full-time associates are eligible for the following benefits:

• Medical, dental, and vision coverage
• 401(k) plan
• Company-paid life insurance
• Short- and long-term disability insurance
• Company-paid vacation, paid leave, and holidays