Sr. Personal Banker

About the role

This on-site role in the Commercial Servicing Department is the first point of contact for a diverse portfolio of commercial clients. You will manage customer accounts, promote banking products and services, and deliver quality customer service in a fast-paced environment. Senior Personal Bankers may also review reports, assist other Personal Bankers, and support complex customer requests.

Responsibilities

• Oversee a designated portfolio of Commercial Banking clients.
• Open all accounts for clients.
• Answer all client inquiries regarding accounts, products, and services.
• Provide the highest level of service to all clients, maintaining exemplary customer service standards primarily by telephone.
• Effectively respond to client needs with an emphasis on first-call resolution.
• Maintain strong product, operational, and commercial banking knowledge to resolve issues.
• Consistently comply with all Bank policies, procedures, regulations, and compliance requirements.
• May represent the Bank in civic and community events to enhance reputation and expand business opportunities.
• May review and approve daily reports as assigned and trained.
• Perform other duties as assigned.

Requirements

• High School diploma or GED required.
• Minimum 5 years of experience as a Personal Banker or equivalent.
• 5 years of business new account opening experience required.
• Supervisory experience preferred.
• Thorough understanding of business account documentation and requirements.
• In-depth knowledge of Bank policies, procedures, regulations, and compliance requirements.
• Understanding of Wire Transfer Agreements and associated risks.
• Ability to communicate critical information under time constraints.

ADA Requirements

The physical demands and work environment characteristics described are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

• Regularly required to sit, talk, hear, and use hands to handle objects, tools, or controls.
• Occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl.
• Must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required include close vision.
• The noise level in the work environment is usually moderate.

Pay

$25.00 - $36.00 hourly, with an AIP Bonus up to 5%. Final compensation will be determined by experience, education, skill level, internal equity, and geographic market data.

Benefits

Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits include:

• Medical, prescription, dental, and vision coverage for employees and eligible family members.
• Employer-paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits.
• Health Savings Account with employer contribution.
• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit.
• 401(k) and Roth 401(k) with company contribution.
• 529 Education Savings plan, Tuition Reimbursement Program, and Student Loan Assistance Program.
• Supplemental Health plans, Voluntary Legal, and Identity Theft Services.
• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time per calendar year.
• Free personal checking and savings account; discounted rates on primary residence loans with $0 origination fees (restrictions apply).