Senior Personal Banker - FLOAT

About the role

The Senior Personal Banker is responsible for delivering exceptional service to both existing and prospective clients. This role manages the full client experience by identifying and addressing service needs, executing transactions accurately and building strong client relationships. The Senior Personal Banker proactively identifies retention and growth opportunities through meaningful client interactions and needs-based conversations. This includes recommending and referring appropriate bank products and services aligned with client goals. Additionally, the role ensures all service transactions are handled effectively while maintaining a high standard of client care and operational excellence. The Senior Personal Banker also contributes to the branch’s day-to-day operational excellence by ensuring adherence to policies and procedures, audit readiness, and the security, safety and soundness of the branch, and leads and supports branch staff to deliver consistent retention, growth, and service standards through coaching, observation, and accountability. This role contributes to the retention and growth of client relationships by deepening engagement, increasing share of wallet and identifying need-based referral opportunities. Serves as the operational and client-facing leader in the absence of the Client Relationship Manager.

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.
• Assist in retaining and growing existing client relationships by understanding client needs and introducing relevant financial solutions.
• Actively participate in ongoing training and regular meetings and demonstrate a willingness to be cross trained to perform duties necessary to assist clients
• Assist with 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.