Personal Banker

Responsibilities

• Affords assistance to customers and employees.
• Motivates and aids in achieving branch and individual sales goals.
• Performs teller duties such as receiving deposits, verifying payments, cashing checks, processing withdrawals, counting and checking transactions, and examining checks for proper endorsements and ownership.
• Provides customer service by opening/closing accounts, resolving banking problems, cross-selling banking products and services, and answering customer inquiries.
• Assists in day-to-day operations including customer service and teller duties and responsibilities on a regular rotation.
• Ensures operating procedures are followed and maintains thorough knowledge of bank products and services.
• Pursues sales opportunities, cross-selling bank products and services to new and existing customers, and ensures recommended products and services meet customer needs.
• Arranges daily work plans to handle customer flow and bank processing requirements, and provides customer service and meets bank record-keeping requirements.
• Follows branch control and cash handling procedures and cross-sells bank products and services to meet individual and branch goals.

Requirements

• Knowledge and understanding of compliance and fraud issues for protection of customer and bank.
• Ability to assist in sales development activities including training of staff.
• Ability to conduct relationships and activities consistent with established bank policies, procedures, and systems.
• Ability to perform entry-level supervision of team, including assisting with transactions, risk assessment, coaching, motivating, and setting an example in sales, service, and operations.
• Proficiency in providing legendary service to customers and coworkers.
• Ability to resolve difficult situations with tact and diplomacy.
• Thorough knowledge of bank products and services and ability to ensure other branch personnel have knowledge.
• Proactive approach to knowledge of the banking industry and leadership.
• Works with Manager to set goals and makes efforts to reach goals.
• Makes referrals to other business departments for traditional and non-traditional products and services.
• Participates in sales programs to generate new customers.

Qualifications

• High school diploma or equivalent.
• One year of related experience preferred.
• Experience in customer service and banking operations.
• Strong communication and interpersonal skills.
• Basic computer skills, including Microsoft Office.
• Knowledge of banking regulations, including Bank Secrecy Act and information security initiatives.

Skills

• Customer service skills.
• Banking operations knowledge.
• Problem-solving abilities.
• Teamwork and collaboration.
• Adaptability and flexibility.
• Financial product and service knowledge.
• Compliance and fraud awareness.

Benefits

Flex Team Personal Banker receives up to a $1,000 yearly bonus.

Pay

Competitive salary based on experience.

Schedule

Variable schedule to accommodate branch operations.