Personal Banking Manager

About the Role

The Personal Banking Manager oversees the tellers and personal bankers at the assigned banking location. They open and process new deposit accounts, provide information on bank products and services, and are responsible for all aspects of the individual branch operation in accordance with company policies and procedures. The role focuses on meeting customer needs by providing quality, personalized service.

Responsibilities

• Greet customers and assess their needs.
• Process customer transactions with professionalism and courtesy.
• Meet with customers to determine appropriate banking needs for each individual.
• Open and close various customer accounts based on customer needs.
• Handle customer complaints and resolve sensitive issues.
• Perform data entry to complete reporting requirements, including year-end IRA reporting.
• Verify customer identity to reduce fraud and risk of loss to the bank.
• Initiate consumer loans.
• Maintain a valid notary commission.
• Service employee accounts.
• Maintain strict confidentiality in accordance with bank policy.
• Adhere to and maintain policy and procedures as defined by management.
• Cross-sell bank products and services.
• Assist with customer phone calls in a timely and courteous manner.
• Maintain positive working relationships with customers and co-workers.
• Uphold company dress code, appearance, and grooming standards.
• Maintain company attendance standards.
• Perform other tasks as assigned.

Requirements

• High school graduation or G.E.D. equivalent; Bachelor’s degree preferred.
• 6 years of personal banking experience.
• Satisfactory credit and criminal background check.

Skills

• Hard Skills:
  • Proficient in basic personal computer operations.
  • Proficient in 10-key.
  • Able to type efficiently.
• Soft Skills:
  • Good verbal and written communication skills.
  • Attention to detail and strong organization skills.
  • Can-do attitude and problem-solving skills.
  • Strong decision-making skills and sense of urgency.
  • Strong work ethic.

Physical Demands

• Regularly required to talk and hear.
• Requires standing and/or sitting for extended periods, with some walking, bending, kneeling, stooping, crouching, crawling, and climbing.
• Occasional light lifting, not exceeding 50 lbs.
• Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.