Personal Banker II
Greek Peak Mountain Resort · Johnson Creek, WI · 1 mo ago
Finance$19.52–$26.41/hrFull-time
About the role
First Community Bank is a community‑focused financial institution with over 60 locations in four states. The Personal Banker II – Float provides customers with accurate information about the bank’s products and services, handles inquiries, resolves complaints, and supports the bank’s overall goals and objectives.
Responsibilities
- Establish and promote cordial relationships with customers, promptly attending to inquiries and solving problems to maximize satisfaction.
- Inform and suggest new banking products to customers.
- Provide account information such as balance, status, and transaction history.
- Ensure strict compliance with all bank policies, procedures, and regulatory guidelines.
- Protect customers’ confidential information and use it only for official purposes.
- Improve the banking experience by addressing challenges promptly.
- Conduct effective checking sales presentations, recommend appropriate accounts, and ask for the customer’s business.
- Introduce customers to the Tell‑A‑Friend program and distribute coupons with enthusiastic explanations.
- Help customers understand in‑person and digital banking options and select the preferred channel.
- Expand technology penetration by proactively using and advocating customer convenience channels.
- Open new accounts and service existing ones according to operational procedures, ensuring required documentation is received and archived.
- Minimize deposit exceptions and address them quickly to prevent account closure.
- Make qualified referrals to Wealth, Mortgage, Commercial, and Treasury Services.
- Perform branch operational duties as assigned by the Branch Manager.
- Participate in marketing and awareness campaigns to grow the customer base.
- Consult customers on consumer loan options, process applications accurately, discuss debt ratios and reports, and ensure proper loan documentation for non‑real‑estate loans.
- Serve as Teller: maintain cash drawer, accept deposits, cash checks, process cash advances and loan payments, and perform other teller transactions accurately and courteously.
- Complete assigned training within expected timeframes.
- In some markets, handle cash‑vault duties, including end‑of‑day balancing, currency and coin shipments, vault logs, and related reconciliation tasks.
- Assist Personal Bankers I with more complex duties such as business accounts, IRA distributions, IRA openings, and other less‑frequent tasks.
- Support First Community Bank’s mission, vision, and values by adhering to Company Standards of Conduct.
Requirements
- High school diploma or equivalent.
- Three years of banking experience in account opening, servicing, and maintenance with demonstrated proficiency.
- Effective listening skills and the ability to propose solutions based on customer input.
- Patience and a positive attitude when helping others solve problems.
- Proven record of outstanding customer service.
- Proficiency with banking platforms and common office software/systems.
- Strong verbal and written communication skills.
- Excellent negotiation and influencing abilities.
- Strong attention to detail.
- Ability to lift up to 25 pounds occasionally and stand for extended periods.
- Ability to sit at a computer for extended periods.
- Willingness to travel as needed.
Benefits
- Health, vision, and dental insurance.
- 401(k) plan with employer match.
- Life insurance.
- Paid vacation days, holidays, and other time‑off options.
- Paid volunteer time.
- Matching gifts for charitable contributions.
- Team participation in charitable events.
Pay
Salary range: $19.52 – $26.41 per hour (Grade 5), commensurate with experience, education, and other qualifications.