Personal Banker (Full-Time)

Position Summary

The Personal Bankers builds and maintains strong customer relationships. They provide exceptional service, process transactions, place customers in appropriate account, cross-sell other bank services and refer customers to other departments as appropriate. The primary focus of this role is to be a leader in sales behind the teller line.

Essential Functions

• Embrace the Union Bank culture by delivering a high level of customer service and professionalism.
• Accept and accurately process all financial transactions.
• Absorb and assist customers with all account requests.
• Proactively build customer relationships to uncover account and lending needs.
• Lead by example, support and assist branch in achieving goals set by management on a consistent basis.
• Review and maintain knowledge of products, fees and policies, and stay current on offerings for product suggestions.
• Research and resolve customer questions and concerns in a timely manner.
• Proactively participate in ongoing trainings, coaching, and mandatory meetings to ensure continued growth.
• Demonstrate compliance with all bank regulations for assigned job functions that apply to designated job responsibilities.
• Understand and adhere to all bank policies, laws and regulations applicable to their role.
• Complete compliance training; follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Perform other job related duties as assigned.

Qualifications

• Previous banking and/or demonstrated sales experience.
• Proven abilities in cross-selling Union Bank’s products, services and referrals.
• Basic math and proficient computer skills.
• Cash handling and customer service experience preferred.