Personal Banker (full-time), Georgetown Main

JOB SUMMARY

Establishes, retains and deepens relationships with current and potential bank customers to achieve sales goals and provide exceptional customer service from both the Teller and desk side.

EDUCATION/EXPERIENCE REQUIREMENTS

• High School diploma or GED
• Minimum of one year experience as a Customer Service Representative

QUALIFICATIONS/SKILLS REQUIRED

• Excellent verbal and written communication skills
• Strong organization, time management, follow-up and sales skills
• Proficient in Word and Excel
• Ability to lead others in sales and service

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Provides broad base of financial and credit services with the goal of acquiring all of the existing or potential customer’s business
• Functions as a sales team leader within the banking center, selling bank services to existing and potential customers, referring customers and potential customer to Integration Team members as appropriate, and promoting and encouraging teller referrals and sales
• Develops and maintains relationships with Central Bank business partners (Commercial Lending, Mortgage Lending, Wealth Management, CIC, and CIS) to maximize these opportunities
• Works closely with management to identify potential sales opportunities and assists with business development activities including the On Boarding process
• Uses profiling analysis tool to identify cross-sale opportunities and makes outbound telephone calls in order to satisfy customer needs and complete onboarding activities
• Opens and closes all types of accounts, providing accurate documentation to the appropriate departments
• Answers incoming telephone calls, greets customers, maintains records, compiles and prepares administrative reports, assist manager/officer with audits, teller over / short reports and monthly reporting functions
• Aids in the process of consumer loans to include: taking and processing application, preparing loan forms, initial credit recommendations, and verifying accuracy of loan documents
• Complies with job related laws, regulations and bank policies, including red flag, BSA, CIP and Due Diligence
• Rents and releases storage boxes, maintains vault entry log, audits lease agreements and entry cards and insures customers are billed annually
• As needed, processes drilling records per bank guidelines
• Generates account maintenance (title changes, address changes, stop payments, etc.) of any Central Bank account as requested by customers
• Opens and closes banking center in a safe and secure manner
• Serves as a trainer for new Customer Service Representatives
• May serve as lead person in the branch in the absence of management
• May assist in leading the Sales and Service meetings
• Performs Teller and Cash Vault Teller duties as needed
• May also perform full CVT duties depending on branch cash demands and technology utilized at the banking center (for example, cash recyclers)
• Assists management with other tasks when assigned

BENEFITS

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Vacation
• Paid Holidays
• Employee Stock Ownership Plan
• 401k Plan
• Flexible Benefit Plan
• Voluntary Life Insurance
• AD&D Insurance
• Discounted Banking Services
• EAP (Free counseling sessions)
• Discounted AAA Membership
• Discounted Fitness Discounts
• Vacation Purchase Plan
• Interest-Free Computer Loan
• Interest-Free Fitness Equipment Loan
• Service Awards
• Attendance Awards
• Funeral Leave
• Subsidized Parking (Downtown)
• Sick Leave