Senior Personal Banker II

Responsibilities

• Grow existing customer relationships and acquire new ones through consistent sales execution, effective lead management, and proactive cross selling of banking products and services.
• Deliver exceptional customer service aligned with the bank's mission statement by engaging clients with professionalism, friendliness, and deep product expertise.
• Demonstrate comprehensive knowledge of all bank products and services; educate customers, handle complex transactions, manage intricate account relationships, and train colleagues on complex processes as needed. Perform other duties on behalf of or in absence of management.
• Build trust with customers by presenting a confident and professional demeanor; assess financial needs and recommend tailored banking solutions to meet short and long term goals.
• Conduct in-person customer consultations to identify opportunities and maximize sales; open new accounts including checking, savings, CDs, and IRAs; discuss and offer loan products; and promote digital banking solutions including online and mobile banking.
• Achieve customer service quality standards while participating in and overseeing the sales referral process; assist management in coaching branch staff to improve sales effectiveness and customer experience.
• Perform all customer transactions efficiently using teller and platform technology; maintain and balance a cash drawer; and operate cash machines such as teller scanners, cash recyclers, cash dispensers, and coin machines.
• Serve as Vault Teller by managing branch cash levels, ordering and shipping currency/coin, and distributing cash to tellers within established limits; act as sole supervisor in the absence of the Branch Banking Leader when required.
• Support community engagement and CRA initiatives by participating in local events and community programs such as Habitat for Humanity.
• Report significant matters, issues, or unusual customer activity to management; maintain a strong understanding of regulatory and compliance requirements.
• Adhere to the bank's Code of Conduct and all internal policies and procedures, ensuring operational and compliance standards are consistently met.