Personal Banker Central Park

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. They build professional relationships with existing and potential clients to understand financial needs, deliver valuable products and services, and complete the account opening process accurately. Successful Personal Bankers are passionate about excellent client experience, promoting bank products, conducting accurate transactions, and collaborating with a team to achieve goals.

Responsibilities

• Deliver "fast, easy, and personal" client service consistent with company standards, including resolving problems, building relationships, handling special requests, and ensuring timely resolution.
• Promote consumer and small business banking products using direct sales techniques, engaging potential clients, and speaking knowledgeably about bank offerings.
• Achieve specific sales goals on a daily, monthly, quarterly, and annual basis.
• Develop and maintain relationships with business partners to maximize sales opportunities.
• Provide a broad range of financial services to earn 100% of the client's business.
• Open checking and savings accounts, process client transactions, and recommend additional bank products like credit cards and loans.
• Demonstrate digital expertise by educating clients and associates on digital banking platforms, including online banking, mobile app features, smart ATMs/ITMs, and self-service channels.
• Refer clients and business partners to other bank products and services.
• Resolve client concerns efficiently and effectively.
• Conduct operational tasks ethically, ensuring regulatory compliance, proper documentation, and protection of client and bank assets.
• Maintain confidentiality of all client information and bank trade secrets.
• Implement banking center operations procedures, including cash management, auditing, transaction documentation, and compliance requirements.
• Stay current with regulations and bank policies, including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and security policies through regular training.
• Communicate and uphold the company’s mission, vision, and values.
• Complete monthly training to ensure knowledge of regulatory requirements, policies, and procedures.
• Work onsite during regular business hours or assigned hours.
• Perform other specified duties as assigned.

Pay

Pay rate is $22.00 to $26.50 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