Senior Personal Banker

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.
• Absorb and retain existing client relationships by understanding client needs and introducing relevant financial solutions.
• Participate in ongoing training and regular meetings and demonstrate a willingness to be cross-trained to perform duties necessary to assist clients.
• Aid in 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 aligned with 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.
• Resolve client concerns in a courteous, positive and timely manner.
• Serve as a liaison between the branch and various other departments across the Bank to ensure communication and understanding of all company policies and procedures.
• Lead and motivate branch team members by example by delivering and modeling exceptional client experiences and consistent relationship building conversations.
• Participate in individual coaching sessions with each team member on a quarterly basis with a strong accountability emphasis on achieving branch retention, growth, and referral goals, service standards, and operational excellence.

Qualifications

• High school diploma or equivalent required, associate's degree preferred.
• Minimum of 2 years of retail banking and/or cash handling experience required.
• Prior experience in a supervisory, team lead or coaching capacity preferred.
• 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.
• Ability to maintain a positive and collaborative attitude in all situations.
• Excellent customer service and follow-through skills.
• Ability to apply critical thinking and problem-solving skills to resolve internal or external client concerns.
• Ability to maintain a positive, professional, and collaborative demeanor in all situations.
• Ability to manage staff and resolve conflicts.
• Ability to lead, coach, and influence team members to achieve performance goals.