Personal Banker I (Full Time) - Tollroad

About the role

The role involves performing a broad variety of financial services such as opening and closing accounts, assisting clients with account inquiries, and resolving client requests. 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 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, striving to meet related goals.
• 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.
• Completes required reports and records accurately and promptly.
• Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
• 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.
• Reviews new account and data entry, as needed, to ensure accuracy.
• Performs related clerical duties as needed.
• Ensures that 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.
• Complete Personal Banker Mentor Program or Personal Banker Learning Plan.
• Teller Learning Plan, if applicable.
• Training on Caller Identification Process and Secure code.
• BPM Training, I, II, III, and IV.
• Training on DocuSign forms and templates.
• Knowledge of Open Consumer Checking and Savings Accounts, Open Commercial Checking and Saving Accounts, Issuing Debit Cards, Clearing DDA exceptions, Inputting debit card disputes, Offering bank products to customers, Cross-selling, Credit Cards, Check orders, Wire transfers domestic, Denial exceptions, Missing signature cards, Identifying fraud situations, and Assisting on teller line.
• Ability to operate related computer applications and business equipment including 10-key and telephone.
• Solid math and bookkeeping abilities.