Personal Banker I

About the Role

This individual is responsible for the efficient operation of the retail bank lobby, ensuring clients are served promptly and accurately. The role involves assisting department staff with all essential functions of a retail branch bank, including cash handling, balancing, account opening, client transactions, risk mitigation, and product knowledge and training. The candidate will also provide leadership in delivering quality client service according to the organization’s defined standards.

Responsibilities

• Handle cash transactions and maintain accurate balancing records.
• Open and manage client accounts.
• Process client transactions efficiently and accurately.
• Mitigate risks and ensure compliance with banking regulations.
• Demonstrate and apply knowledge of bank services and products.
• Market and cross-sell products to customers.
• Provide leadership in delivering high-quality client service.
• Assist the Market Manager with monitoring reports and training.
• Perform additional duties as assigned.

Requirements

• Minimum high school diploma or equivalent.
• One-year retail banking experience preferred.
• Working knowledge of personal computers and cash handling.
• Knowledge of bank services and products is a plus.
• Ability to market and cross-sell products to customers.
• Strong problem-solving and decision-making skills.
• Good oral and written communication skills.
• Strong organizational skills.

Schedule

Monday – Saturday, based on the bank’s hours of operation. Hours will vary daily and are subject to shift coverage adjustments.