Personal Banker - PART TIME

About the role

The Personal Banker is responsible for delivering exceptional service to both existing and prospective clients. This role manages the full client experience by identifying and addressing service needs, executing transactions accurately, and building strong client relationships. The Personal Banker proactively identifies retention and growth opportunities through meaningful client interactions and need-based conversations, recommending and referring appropriate bank products and services aligned with client goals.

Responsibilities

• Process a variety of routine and complex transactions such as account openings and closings, deposits, withdrawals, loan payments, and transfers in accordance with the Bank’s policies and procedures.
• Assist in retaining and growing existing client relationships by understanding client needs and introducing relevant financial solutions.
• Actively participate in ongoing training and regular meetings and demonstrate a willingness to be cross-trained to perform duties necessary to assist clients.
• Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines, main cash vault, etc.
• Prepare cash shipments, order cash/coin as needed, and receive and process cash shipments.
• Ensure daily operational integrity and excellence.
• Maintain current knowledge of Bank policies and procedures to ensure compliance and operational soundness.
• Ensure the branch adheres to regulatory compliance requirements such as Anti-Money Laundering (AML) and Countering the Financing of Terrorism (CFT).
• Build client loyalty through courteous, professional service according to the Bank’s established service standards.
• Maintain comprehensive knowledge of the Bank’s products and services to engage clients in consultative discussions and recommend solutions aligned with their financial needs.
• Identify client needs and refer appropriate products and services while executing a smooth transition across functions.

Requirements

• High school diploma or equivalent required.
• Minimum of 1 year of cash handling experience required.
• Prior client service experience or a strong desire to work in the service industry preferred.
• Proficiency in Microsoft Office required.
• Excellent written and verbal communication skills.
• Excellent customer service skills.
• Ability to maintain a positive and collaborative attitude in all situations.

Working Conditions

• This position is a full-time onsite role.
• Regular attendance and punctuality are essential functions of the job.
• Perform routine and typical tasks of an office such as typing, taking notes, reading/reviewing, computer work, filing, copying, answering phones, etc., that may require employees to view, stand, stoop, kneel, or crouch and lift.
• The employee must occasionally lift and/or move up to 30 pounds.
• Position requires flexibility and willingness to occasionally travel to other locations/branches, as well as being physically present at an assigned location, generally during normal business hours but including evenings and Saturdays.
• The successful candidate must be legally authorized to work in the U.S. on the first day of work; the Bank will not sponsor a candidate for a visa or work authorization.

Pay

$21.00–$25.00 per hour.