Personal Banker I

ESSENTIAL DUTIES

• Provides a welcoming environment and communicates professionally and effectively with customers and other members of the team
• Displays passion for serving others and consistently executes exceptional quality service
• Applies strong critical thinking and problem-solving skills to resolve and or identify financial solutions for new and existing customers
• Provides a complete range of customer service including opening all types of new accounts, credit cards, and cross-selling of other bank products/services such as self-service banking solutions (ATM, Mobile Banking, etc.)
• Actively contributes to help meet the banking center’s goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
• Assists teller line as needed and maintains and balances the cash drawer by accounting for cash assigned, received and disbursed
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Qualifications

• A high school diploma or GED
• A bachelor’s degree in business, marketing or related field, preferred
• (1) year of cash handling experience
• (1) year of banking experience
• A thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP, preferred
• The ability to learn and adapt to new information and technology platforms
• Experience using personal computers, Microsoft Word, Excel and Outlook
• Bilingual in English and Spanish, required
• Must be able to work flexible hours as scheduled Monday through Friday, and Saturday rotation (hours will fluctuate as business needs dictate)