Personal Banking Manager

Essential Functions

• Greets customers and assesses their needs.
• Processes customer transactions with professionalism and courtesy.
• Mets with customers and effectively determines appropriate banking needs for each customer.
• Open and close various customer accounts based on customer need.
• Handles customer complaints and works through these sensitive issues to resolution.
• Performs data entry to complete reporting requirements including year-end IRA reporting.
• Knows the identity of the customer to reduce fraud and risk of loss to the Bank.
• Initiate consumer loans.
• Maintain a valid notary commission.
• Service employee accounts.
• Maintain policy and procedures as defined by Management.
• Cross-sell products and services.
• Assist with customer phone calls in a timely and courteous manner.
• Maintain personal grooming and company dress and appearance standards.
• Maintain company attendance standards.

Skills And Physical Demands

• 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, organization skills, can-do attitude, problem solving skills, decision-making skills, sense of urgency, and strong work ethic.
• Typical Physical Demands: Regularly required to talk and hear. Requires standing and/or sitting for an extending period with some walking, with some bending, kneeling, stooping, crouching, crawling, and climbing. Occasional light lifting not over 50lbs. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Education, Experience And Requirements

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