Personal Banker I (Full Time) - El Campo

About the role

The primary role involves performing a broad variety of financial services, presenting and explaining Bank products and services, and assisting clients with account inquiries and maintenance.

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 listening, collecting data, and securing answers.
• Profiles clients to identify sales opportunities.
• Uses lead lists and other strategies to develop methods of generating additional business.
• Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
• Sells Bank products and services actively and professionally, meeting sales production goals.
• Completes required reports and records accurately and promptly.
• Supports Treasury Management with new accounts and services for clients.
• Ensures daily logs are completed correctly as well as organizing logs at the end of the month for easy review.
• Oversees annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit.
• Performs related clerical duties as needed.
• Ensures that work areas are clean, secure, and well maintained.

Requirements

• High school graduate or equivalent.
• Zero to three years of New Account experience.
• Complete Personal Banker Mentor Program or Personal Banker Learning Plan.
• Teller Learning Plan, if applicable.
• Understanding of Caller Identification Process and Secure code.
• BPM Training, I, II, III, and IV.
• Understanding when to use DocuSign.
• Open Consumer and Commercial Checking and Saving Accounts.
• Issue Debit Cards.
• Complete requested customer file maintenance.
• Clear DDA exceptions and input debit card disputes.
• Offer bank products to customers and cross-sell.
• Assist on teller line, if applicable.
• Close accounts.
• Service charge waivers – needing approval – weekly report.
• Additional duties as assigned by Banking Center Manager.
• Knowledge of 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.