Personal Banker

Responsibilities

• Provide products and services to enhance customer relationships.
• Get to know customers, understand and educate them regarding their financial needs, and recommend appropriate products and services through in-person interactions and outbound calling.
• Open new accounts and submit loan applications.
• Comply with bank policies, procedures, and regulatory banking requirements.
• Resolve customer service issues and perform account maintenance requests, while recommending and promoting the bank’s digital banking services.
• Assist customers with teller transactions and process various transactions in a timely, efficient, accurate, and friendly manner.

• High School Diploma or equivalent is required.
• Must have at least one year of face-to-face customer service experience.
• Previous cash handling experience is required.
• Prior sales experience is required.
• Must have a proven ability to work with customers in an enthusiastic manner.
• Previous experience in a retail sales environment is strongly preferred.
• Must have a proven ability for attention to detail.
• Ability to use and learn multiple banking and software programs.
• Must have proven, excellent customer service skills.
• Must have excellent oral and written communication skills.
• Must possess the ability to market Bank products and services.
• One year of previous banking experience preferred.

Demonstrates strong customer service skills and the ability to effectively market banking products and services. Proficient in handling cash transactions and maintaining attention to detail while complying with banking regulations.