Personal Banker

As a Rockstar Employee, you will help ensure that the exceptional customer service exceeds customers’ expectations by excelling in these critical tasks:

• Providing a “Can Do” attitude in everything you encounter.
• Always doing the right thing, even when no one is watching.
• Being the best version of yourself.
• Building strong relationships with each person you interact with.
• Meeting Conditions of Satisfaction in each project you are faced with.
• Maintaining and protecting highly confidential information.
• Being proactive in seeing what might be missing and making it happen to ensure our banking family is successful in everything we do.

• The ability to welcome constructive criticism.
• Welcomes change and seeks growth opportunities.
• Accountable and responsible—no excuses or whining.
• Possess a “can do” attitude with all tasks they encounter.
• Regularly takes on responsibility for areas beyond their basic job duties.
• Initiative to own responsibility for outcomes and get things done.
• Detail-oriented and focused on completing work of the highest quality.
• Open communication and staff camaraderie.
• Reliable in terms of attendance and punctuality.
• Committed to being on time and prepared to accomplish deadlines and goals.
• A commitment to grow.

• Compensation determined by education, experience, and related work history.
• Outgoing and supportive teammates to ensure your success.
• Health insurance.
• “Over the top” retirement plan.
• Paid vacation.
• Quarterly celebrations to recognize employees and their results.
• Ability to cross-train and grow within the Bank.

The Person al Banker is responsible for delivering exceptional customer service while supporting customers with a wide range of banking needs. This role focuses on building strong client relationships, opening and maintaining accounts, proactively offering product solutions that meet customer goals, and ensuring all transactions and interactions comply with bank policies and regulatory requirements. The Person al Banker serves as a trusted financial resource within the branch, provides technical and product expertise to customers, and supports daily branch operations as needed.

Success in this role requires strong communication skills, attention to detail, and the ability to identify opportunities to enhance customer experience.

• Deliver exceptional customer service by engaging customers, identifying financial needs, and recommending appropriate banking products and services.
• Serve as a trusted resource for customers, ensuring timely assistance and resolution of inquiries, issues, and account needs.
• Manage incoming customer service calls and emails, respond promptly to branch operations supervisor to take incoming online appointments as needed.
• Support digital requests for new account openings; work with branch operations supervisor for assignment of those opportunities.

• Support daily branch operations by ensuring transactions, account openings, and service requests comply with bank policies, procedures, and regulatory standards.
• Assist with maintaining branch readiness, including cash handling accuracy, security protocols, and adherence to operational controls.
• Escalate complex issues to the Branch Operations Supervisor or Branch Manager as appropriate.

• Work closely with branch leadership to help ensure adequate staffing coverage by communicating scheduling needs and supporting workflow throughout the day.
• Collaborate with Branch operations supervisor to support consistent processes, accurate documentation, and smooth customer experience.
• Contribute to a positive and results‑oriented team environment by sharing information, participating in team initiatives, and supporting branch goals.

• Meet assigned sales and referral goals.
• Actively cross‑sell and telemarket deposit accounts, loans, and bank services.
• Open new depository accounts and complete all related paperwork/compliance.
• Refer mortgage and commercial loans to specialized lenders.

• Assist in resolving customer inquiries…