Personal Banker

Do you enjoy helping people, solving problems, and learning new things? Join our Montrose Team as a Personal Banker and help customers Dream Bigger and Bank Better by facilitating a positive banking experience.

Responsibilities

• Perform all activities related to the opening or closing of various types of accounts and products while ensuring applicable regulations, disclosures, policies, and procedures are observed, and all necessary paperwork is processed accurately.
• Cross-sell various banking products and services, ensuring a positive and profitable relationship between the Bank and customers, and ensuring customers have all appropriate information and applications.
• Facilitate a positive referral process for customers needing loan, merchant, and/or investment services, including ensuring all referrals are properly tracked.
• Aid customers in establishing online banking and assist with any problems that may arise, including advising them on how to establish online bill pay and account management.
• Oversee bulk check order process and handle any issues that may arise.
• Ensure branch standards are met, including directing lobby and phone traffic, disbursing mail, and monitoring supplies including printed materials.
• Develop and maintain customer and client relationships through consistent communication, while striving to grow the customer base with new personal and business accounts.
• Ensure proper coverage and cross-training through the development of manuals and supporting documentation of key tasks, product knowledge, account management, and customer relations.
• Provide legendary customer service by assisting customers with account inquiries, balancing, reconciliation, and other functions, while ensuring prompt and courteous responses.
• Assist in tracking and implementing sales initiatives, scheduled tasks, promotions, products, and referrals.
• Monitor and meet established accounts, sales, and referral goals.
• Maintain continuous professional development through related educational and development activities.
• Other duties as assigned.

Benefits

Bank Central offers a competitive benefits program. Click here for employee benefit information.

Pay

This position starts at $18.96 per hour and can increase from there depending on experience.