Jobs · Finance · California

Senior Personal Banker

First Northern Bank · Roseville, CA · 1 wk ago
Finance$21–$23/hrFull-time

Responsibilities

  • Offer superior service to our customers through prompt, efficient, courteous, and professional interactions; refers customers to appropriate person or department as needed
  • Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
  • Support branch cash responsibilities such as shipment, balancing and reconciliation and is able to balance branch cash and teaches others how to balance branch cash
  • Resolve customer complaints and concerns; properly escalates concerns to supervisor and reports complaints as needed
  • In the absence of branch management, manage complex customer inquiries, independently and successfully
  • Process debit card requests, complete stop payments and check holds for new and existing customers
  • Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer’s overdraft option request and document information on our core system
  • Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank’s policies and procedures
  • Partner with branch leadership to maintain operational integrity while mitigating risk
  • Support opening/closing branch, completing audits, overrides and reviewing reports as needed
  • Be a resource to train and help develop new and existing employees as needed
  • Open and service Retail, Business, trusts, CD and IRA accounts without assistance, process debit card requests for new and existing customers
  • Answer business account inquiries without assistance
  • Aid in the approval within assigned limits
  • Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
  • Maintain and meet or exceed established sales goals/referrals
  • All other duties as assigned
  • Qualifications

    • High School Diploma/GED
    • Minimum 2 years of prior experience in financial services required
    • Proficient in all Microsoft Office suite of products
    • Eagerness to learn and a drive for continuous improvement
    • Excellent verbal, written and interpersonal communication skills
    • Able to be professional and empathetic in all interactions
    • Willing and able to be flexible and adapt to changing job requirements
    • Tech-savvy with PCs and email systems

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