Personal Banker I (Client Services Associate I), Kouts Banking Center, Kouts, IN

Position Summary

To proactively service clients so that the banking center meets stated objectives in service, sales, and operations.

Essential Requirements

• Greets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed.
• Opens new accounts, CD’s and cross-sells bank services.
• Rotates positions (i.e., CSR window) as needed in the banking center.
• Buils client loyalty; establishes client relationships, including addressing each client by name.
• Consistently delivers exceptional customer service to each and every client.
• Adheres to established bank policies, procedures and guidelines.
• Participates in retail sales programs to help meet personal and banking center goals.
• Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
• Aids banking center team in operational duties (ie., balancing the ATM, vault and end of day work) as requested.
• In absence of Banking Center Manager, may serve as backup if needed.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all 1 Source University and compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

Non-Essential Functions

• Performs all other duties as assigned.

Experience/Skills

• Three (3) – four (4) years of retail banking experience required.
• Cash handling experience required.
• Balancing vault and ATM experience required.
• Ability to respond and assist customers with inquiries and/or problem resolution.
• Customer service and sales oriented.
• Careful attention to detail and time management.
• Good listening and verbal and communication skills.
• Good PC skills.
• Ability to cross-sell bank products and services.
• Highly motivated.
• Ability to work in a team atmosphere.
• Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
• Ability to handle multiple tasks in a fast-paced environment.

Education

One (1) - three (3) years college preferred.

Travel Requirements

• Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.

Physical Demands

• Sit, stand and walk.
• Use hands and fingers to operate keyboard and other office equipment.
• Reach with hands and arms.
• Talk or hear.
• Sometimes stoop or kneel.
• Lift and/or move up to 10 pounds.

EQUIPMENT

• MS Office PC,
• Fax,
• Phone and standard office equipment.