Personal Banker (Full Time) - Snyder

About the role

The role involves performing a broad variety of financial services such as opening and closing accounts, assisting clients with inquiries, and resolving issues. It also includes developing, training, and motivating lobby associates to assist customers and cross-sell bank products and services.

Responsibilities

• Presents and explains Bank products and services to clients and assists in meeting their financial needs.
• Answers questions and solves problems for clients by collecting data and securing answers.
• Profiles clients to identify sales opportunities.
• Uses lead lists and other strategies to generate additional business.
• Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
• Solves client requests and questions promptly, courteously, and professionally.
• Processes new client accounts and changes to existing accounts.
• Maintains privacy of customer account information.
• Maintains and projects the Bank’s professional reputation.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
• Keeps Banking Center Manager informed of area activities and significant problems.
• Completes required reports and records accurately and promptly.
• Attends meetings and training classes.
• Oversees annual year-end reporting and special projects.
• Supports Treasury Management with new accounts and services.
• Ensures daily logs are completed correctly and organizes logs at the end of the month.
• Actively and professionally sells Bank products and services, meeting sales production goals.
• Performs related clerical duties as needed.
• Ensures work areas are clean, secure, and well maintained.

Requirements

• High school graduate or equivalent.
• Good understanding of financial services and products provided.
• Zero to three years of New Account experience.
• Completion of Personal Banker Mentor Program or Personal Banker Learning Plan.
• Training in Caller Identification Process, Secure code, BPM Training, DocuSign, Open Consumer Checking and Savings Accounts, Open Commercial Checking and Saving Accounts, Issue Debit Cards, Complete requested customer file maintenance, Clear DDA exceptions, Input debit card disputes, Offer bank products to customers, Credit Cards, Check orders, Wire transfers domestic, Denial exceptions, Missing signature cards, Identify fraud situations, Assist on teller line, Close accounts, Service charge waivers, Online banking.

Qualifications

• Excellent communication and public relations skills.
• Professional appearance and attitude.
• Ability to operate related computer applications and business equipment including 10-key and telephone.
• Solid math and bookkeeping abilities.