Personal Banker​/Customer Service Representative

Company Description

Bank CMG is a community-focused bank that combines advanced banking technology and products with a personalized hometown service experience. Customers benefit from local decision-making and in-house loan underwriting, ensuring fast, transparent, and face-to-face support for both personal and business banking needs. The bank is committed to keeping customer service local, so clients never have to contact out-of-state or out-of-country call centers.

Bank CMG actively invests in the communities it serves through loans to individuals, families, neighbors, and local businesses, positioning itself as one of the area’s premier financial institutions. Bank CMG is a Member FDIC and an Equal Housing Lender.

The position of Personal Banker/Customer Service Representative is responsible for performing intermediate duties and support related to branch operational activities and financial services; processes new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank’s products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services

The position of Personal Banker also is required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, and is required to provide leadership, training and support to less experienced new account representatives and other branch staff members.

This position also supports running a CSR window as a regular part of their job.

• Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, teller transactions, safe deposit, vault teller
• Assists consumer and business customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques. Focuses on and actively works to deepen relationships within the customer service experience.
• Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation;
• Discusses, prepares, and processes documents related to the Bank’s electronic banking services.
• Discusses and refers merchant card applications for submission to the designated team members.
• Makes decisions regarding the opening of new accounts and safe deposit boxes; completes forms requiring customer signature(s); checks credit history as required; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.
• May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business.
• Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues.
• Processes wire transfer requests, address change, deposit and port maintenance, check and deposit slip orders, and endorsement stamp orders.
• Answers telephones and directs callers to proper Bank personnel.
• Processes DDA lines of credit/debit card applications, card ordering and file maintenance.
• May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
• Cross-trains less experienced branch personnel.
• Type accurate routine letters, reports, and forms.
• Perfo…