Personal Banker I (Full Time) - Yale

About the role

The position involves performing a broad variety of financial services including opening and closing accounts, assisting clients with inquiries, and resolving issues. It also entails developing and training lobby associates to assist customers and cross-sell bank products and services.

Responsibilities

• Presents and explains Bank products and services to clients.
• Answers questions and solves problems for clients.
• Profiles clients to identify sales opportunities.
• Uses lead lists and other strategies to generate additional business.
• Establishes and maintains effective business relations with clients.
• Solves client requests and questions promptly, courteously, and professionally.
• Processes new client accounts and changes to existing accounts.
• Maintains privacy of customer account information.
• Maintains and projects the Bank’s professional reputation.
• Establishes and maintains effective coordination and working relationships with area personnel and with management.
• Completes required reports and records accurately and promptly.
• Attends meetings and training classes.
• Oversees annual year-end reporting and special projects.
• Supports Treasury Management with new accounts and services.
• Ensures daily logs are completed correctly and organizes logs at the end of the month.
• Actively and professionally sells Bank products and services.
• Performs related clerical duties as needed.
• Ensures 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 in Caller Identification Process and Secure code.
• BPM Training, I, II, III, and IV.
• Training on using DocuSign forms and templates.
• Knowledge of opening and managing various types of accounts.
• Ability to issue debit cards, input debit card disputes, offer bank products, and assist on teller lines.
• Experience with Denial exceptions, missing signature cards, identifying fraud situations, and service charge waivers.
• Ability to communicate effectively and maintain a professional appearance.