Personal Banker II, Mentor

Job Overview

The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to delivering personalized financial solutions, the Personal Banker II participates in a comprehensive retail training program designed to develop the skills necessary for a consultative sales approach. This training ensures the ability to make informed recommendations that enhance the customer experience and support their financial goals.

Qualifications

• High school diploma/GED required.
• College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required.
• Ability to travel as needed to training.

Principal Activities and Duties

• Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
• Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
• Perform teller transactions and other routine operational tasks, adhering to established branch operational processes and procedures.
• Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
• Arithmetic skills to count money accurately.
• Computer literacy to access account information and process transactions.
• Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
• Maintain a professional appearance and conduct yourself in a professional manner at all times.
• Maintain the highest level of professional integrity and ethics.