Personal Banker

Compensation range is intended to provide a general estimate and does not guarantee a specific rate of pay.

Responsibilities

• Performs functions within the scope of authority and expertise to provide high levels of customer service and responsiveness.
• Actively participates in individual, team, and Bank goals as set forth by the branch manager.
• Opens all types of accounts and assists customers with their existing relationships; performs account maintenance and processes requests.
• Demonstrates and maintains knowledge of Bank’s products and services to offer solutions based on customer needs.
• Proactively promotes the Bank’s products and services within the branch, at off-site events, and in the community.
• Maintains and initiates relationships through outbound telephone calls to existing and prospective customers.
• Responds to customer inquiries and complaints in a timely and diplomatic manner (usually within 24 hours).
• Remains current on market conditions regarding products, product updates, and new technologies.
• Provides notary services for customers as needed.
• Ensures excellence in customer service and maintains service standards.
• Acts as a resource to identify customer servicing issues and ensures proper resolution or hand-off to appropriate personnel.
• Recognizes opportunities to suggest or cross-sell other Bank services to customers.
• Performs a variety of transactions including processing deposits, withdrawals, payments, cash, checks, and credit card advances.
• Adheres to internal controls, policies, and procedures regarding audit, dual control, security, regulatory compliance, cash limits, and robbery procedures.
• Ensures the prevention of fraudulent activities through adherence to Bank policies and procedures.
• Adheres to branch security procedures detailed in the security manual.

Requirements

• High school diploma or GED required.
• Cash handling experience preferred.
• At least 2 years of customer service experience.
• 1-2 years of banking experience preferred.
• Computer skills required; knowledge of Microsoft products is a plus.
• Fluency in a second language is a plus.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.