Personal Banker Mesquite

Personal Banker I – Mesquite

Full Time CSR – Banking Center, Mesquite, TX, US

Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. In collaboration with the Teller Supervisor, responsible for developing, training, and motivating lobby associates to assist customers and cross‑sell bank products and services. Extensive knowledge of all deposit and loan products and services is required.

Identifies sales and referral opportunities and strives to meet related goals.

• Assumes responsibility for the effective and professional performance of financial service functions.
  • Presents and explains Bank products and services to clients and assists in meeting their financial needs, including opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts; working with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
  • Answers questions and solves problems for clients by listening, collecting data, and securing answers.
  • Profiles clients to identify sales opportunities.
  • Uses lead lists and other strategies to develop methods of generating additional business.
• Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
  • Resolves client requests and questions promptly, courteously, and professionally.
  • Receives and processes new client accounts and changes to existing accounts such as name changes, address changes, product changes, and other account maintenance.
  • Maintains privacy of customer account information.
  • Maintains and projects the Bank’s professional reputation.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
  • Assists area personnel as required.
  • Keeps Banking Center Manager informed of area activities and significant problems.
  • Completes required reports and records accurately and promptly.
  • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
  • Oversees annual year‑end reporting and special projects related to the banking center level, such as key box audit or safe deposit box key audit.
  • Reviews new account and data entry, as needed, to ensure accuracy.
  • Supports Treasury Management with new accounts and services for clients.
  • Ensures daily logs are completed correctly and organizes logs at the end of the month for easy review.
• Assumes responsibility for related duties as required or assigned.
  • Actively and professionally sells Bank products and services, meeting sales production goals.
  • Performs related clerical duties as needed.
  • Ensures that work areas are clean, secure, and well maintained.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

• Financial service functions are performed efficiently, effectively, and accurately in accordance with established policies, standards, and security procedures.
• Good business relations exist with clients; client problems and questions are courteously and promptly resolved.
• Good working relationships and coordination exist with area personnel and with management; appropriate assistance is provided to area staff as needed, and supervisors are informed of area activities.
• Required reports and records are accurate, complete, and timely.
• Consistently strives to develop new client relationships and strengthen existing client relationships through identification of opportunities to sell Bank products and services and to meet sales production goals.
• The Bank’s professional reputation is maintained and conveyed.

Education/Certification: High school graduate or equivalent.

Required Knowledge: Good understanding of financial services and products provided.

Experience

Required:

Zero to 3 years of new account experience.

Requirements:

• Complete…