Personal Banker

About the role

Responsible for attaining sales goals, providing customer support and service, and developing customer relationships. Meet or exceed all production goals, Banking Center Associate Standards, and regulatory requirements.

Responsibilities

• Implements and administers procedures to attain established performance goals set forth by Management. Meets or exceeds all production goals. (35% of the time)
• Develops customer relationships by identifying needs and making appropriate recommendations for products and/or services. Expands existing relationships and attracts new business by seeking referrals from all customers and soliciting products and services by phone. Consistently and accurately uses CRM program in various capacities, including customer profiling. (25% of the time)
• Provides professional, courteous service to all customers including opening new accounts and processing loan requests. Meets or exceeds Secret Shop score expectations. (20% of the time)
• Maintains a strong working knowledge of and ensures full compliance with all applicable banking regulations. Maintains confidentiality of customer account information, security alarm codes, and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. Performs new account opening with minimal errors. (20% of time)
• Maintains regular and reliable attendance, punctuality, and personal appearance.
• Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as in person, phone, email, and letters.
• Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
• Performs any other related duties as required or assigned.

Requirements

• High school diploma or GED
• 1 to 2 years of related experience and/or training
• At least one year of sales/customer service experience preferred
• Prior banking experience is preferred
• Regular use of desktop/laptop computer, basic operating systems, and specialized software systems
• Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing
• Ability to add, subtract, multiply, and divide
• A valid motor vehicle operator’s license and/or ability to travel to training sites and other banking center locations is required
• Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire
• State Life Insurance License or ability to pass Life License Exam preferred
• Notary license preferred

Physical Requirements

The following physical activities are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

• Semi-repetitive and low physical activities
• Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks
• Frequently required to talk or hear
• Regularly required to sit, use hands to handle or feel, reach with hands and arms
• Occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl
• Occasionally required to lift and/or move up to 50 pounds

Pay

This position is eligible for additional incentive compensation, awarded based on achievement of established goals.

Schedule

Monday - Friday, 8:45 AM - 5:15 PM.
Total Hours: 38 - 40