Personal Banking Specialists

A Personal Banking Specialist (PBS) provides basic support for personal banking services, such as account management and performs advanced teller functions with a high degree of accuracy and efficiency and provides comprehensive support for personal banking services. This includes assisting customers with account management, educating customers on Bell Bank's products and services, and providing assistance on these products to meet customers' financial needs.

Responsibilities

• Personal Banking Duties:
  • Delivers exceptional customer service by engaging with customers in a professional, friendly, and efficient manner.
  • Conducts professional meetings with current and prospective customers to assess their financial needs and objectives.
  • Opens and maintains personal and business accounts.
  • Has basic knowledge of banking products, including checking and savings accounts, certificates of deposit, and individual retirement accounts. They can recommend and customize solutions for customers based on financial goals.
  • Actively identifies cross-selling opportunities and works to grow the bank’s portfolio by recommending financial products and services tailored to customer’s needs.
  • Meet individual goals and assist in meeting branch goals.
  • Resolves customer inquiries and issues by gathering relevant information, researching records, and ensuring prompt, satisfactory resolutions.
  • Manages overdrafts, collections, and technical exceptions for assigned accounts.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• H.S. Diploma or General Education Degree (GED)
• 2-4 years of customer service experience.
• 0-2 years of working in a banking, financial, or professional setting preferred.
• Ability to work flexible hours to include mornings, evenings, and Saturdays (branch specific) as scheduled.
• Flex PBS must be flexible in schedule and have ability to commute to any location within a specific region as needed.
• Part Time PBS must work a set minimum number of hours per week, as determined by the branch leadership.

Knowledge, Skills, and Abilities

• Bookkeeping, calculator, and keyboarding skills.
• Good communication, listening, and social skills
• Timeliness and reliability.

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Bell Bank was founded in 1966 and is headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $14 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune. If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank…