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
- 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