Personal Banking Officer

Assistant Secretary, Personal Banking Officer

Job Category
:
Retail Banking

Requisition Number
: ASSIS
001177

• Posted:
  July 14, 2026
• Full-Time
• On-site

Showing 1 location

ESSENTIAL FUNCTIONS:

Attracts, advises, and serves existing and prospective customers:

• With every customer interaction, have in-depth conversations to help our customers achieve financial success.
• Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Proactively completes and assigns calls through the Customer Relationship Management system to expand current customer relationships and identify new business.
• Build customer trust and loyalty which results in deeper customer relationships.
• Eager to expand branch with new clients and businesses.
• Network and volunteer in the community.
• Develops and maintains a broad knowledge of products and services to appropriately support customer needs.
• Accepts loan requests and oversees approval of consumer loans and is responsible for credit quality under approved authority.
• Strict adherence to bank security, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.

Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs.

Directs human resources development as it pertains to office professionals:

• Trains and educates all office professionals.
• Conducts performance reviews and career path meetings with staff members.
• Conducts meetings to communicate information and policies from various Bank committees.
• Ensures staff is following proper procedures and guidelines set forth by the bank.
• Coaches to evaluate staff’s customer conversations and results.

Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:

• Opens new accounts.
• Proficient in electronic banking and digital product use and questions.
• Processes transaction on an as needed basis.
• Manages all aspects of the branch including staff, customers, and the building and grounds.

Participates in meeting Community Banking Department's long- and short-term goals and objectives:

• Conducts or attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives.
• Daily 5 Minute Meetings.
• Weekly Relationship Building Conference Calls.
• Weekly Branch Based Sales Meetings.
• Monthly Employee Relations Meetings.
• Retail Banking Group.

Performs other duties as assigned or directed.

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Supervisory training and expertise, leadership and interpersonal skills required.

• 3 years’ banking experience including supervisory responsibilities required.
• 1-3 years management experience in sales/business related field preferred.
• Bachelor's degree preferred.

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
• Ability to lift up to 25 pounds (i.e., heavy boxes or coins).
• Ability to communicate in person, through email or via telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.