Personal Banker; Client Services Associate), Erskine Martin's Banking Center, South Bend

Position Summary

Provides clients with friendly service and meets financial needs by completing transactions and uncovering additional opportunities to promote services.

• Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.
• Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague if needed.
• Opens personal accounts, CDs, and cross‑sells bank services.
• Answers client inquiries and resolves less complex issues.
• Builds client loyalty and establishes client relationships, including addressing each client by name.
• Consistently delivers exceptional customer service to each and every client.
• Adheres to established bank policies, procedures and guidelines.
• Participates in retail sales programs to help meet personal and banking center goals.
• Actively participates in team meetings and community projects and educational programs related to the position.
• Provides transaction overrides and assistance to less experienced CSRs on transaction processing and balancing as necessary.
• Assists the manager with audits, reporting and scheduling as requested.
• Maintains regular and predictable attendance.
• Completes all required training for the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

• Demonstrates appropriate levels of interpersonal skills for clients and staff members.
• Performs all other duties as assigned.

• Four (4) or more years of retail banking experience preferred.
• Customer service and sales oriented.
• High degree of attention to detail.
• Good written and verbal communication skills.
• Proficiency in Microsoft Word and Excel.
• Ability to cross‑sell bank products and services.
• Highly motivated.
• Ability to work in a team atmosphere.
• Ability to protect confidentiality and privacy as appropriate.
• Ability to handle multiple tasks in a fast‑paced environment.

One (1) to three (3) years of college preferred.

Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform these functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment;

reach with hands and arms; and talk or hear. The employee may occasionally be required to stoop or kneel, and may occasionally lift and/or move up to 10 pounds.

MS Office PC, fax, phone and standard office equipment.