Personal Banker

Job Title:
Personal Banker

Reports to:
Deposit Manager

Classification:
Full Time, non-exempt

Work Location:
In office daily

Hours:
Monday thru Friday: 8:00 am to 5:00 pm. Saturday: 8:00 am to 12:00 pm (as needed)

Personal Banker is responsible for providing services by developing, managing, and retaining relationships with deposit customers. This person, independently and/or collaboratively, works with bankers and office staff to actively fulfill the mission of Arbor Bank. This person visits with customers for the purpose of providing customer service, relationship building and cross-sell. This person will independently handle moderately complex to complex customer issues and problems.

• Provide New Account services for all deposit products and services included (but not limited to) checking accounts, savings accounts, certificates of deposit, health savings accounts, IRAs, safe deposit boxes.
• Ensure that check orders are processed accurately and efficiently
• Provide service to customers wishing to change their address, email, or phone number while following bank policies and security procedures
• Provide customer service to Standard Online banking and Arbor Mobile customers by resetting passwords, increasing mobile deposit limits, and general login and usage questions.
• Images documents to Director for digital storage
• Prepare Stop Payments for customers
• Provide enhanced customer service to Debit Card customers including issuing new cards, closing cards, and reordering cards, limit increases, travel exemptions, and activation assistance
• Remain customer-focused, provide consistent and effective service with an emphasis on customer retention and expansion.
• Know the features and benefits of bank products and services.
• Develop new banking relationships with prospective clients and expand existing relationships with current customers through the sale and cross-sale of bank products and services.
• Proactively work toward achievement of personal and branch sales and customer service goals.
• Initiate outgoing Wires
• Provide Notary services
• Demonstrate commitment, dependability, and respect for other team members.
• Regular and predictable attendance, punctuality, and adherence to agreed-upon schedule of availability.
• Perform physical requirements as described in the Physical Requirements section

• Prepare cash orders or ship currency and coin, distribute vault cash to other tellers, and balance branch cash vault
• Provide customer service by processing a variety of routine financial transactions including check cashing, withdrawals, deposits, loan payments, night, or mail deposits.
• Records all transactions and prepares daily settlements of teller cash and proofs transactions.
• Greets customers, delivers prompt and efficient service and provides information about bank products and services.
• Answers incoming phone calls and ensures that the caller receives the service they need.
• Follows all required security procedures and policies.
• Respond promptly to customer issues, questions, and concerns.
• Project a professional image in dress, manner, communication, and focus.
• Demonstrate commitment, dependability, and respect for other team members with regular and predictable attendance, punctuality, and adherence to agreed-upon schedule of availability.
• Represent Arbor Bank by participating in community organizations and activities.
• Performs other duties as assigned.

• Minimum of 1 Year Banking Experience
• Minimum of 2 years demonstrated customer contact to include: customer service, bookkeeping, computer skills, problem solving.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Strong organizational skills.
• Strong verbal and written communication skills required.
• Ability and desire to work with team of employees across multiple locations.
• High level of proficiency with organizing, facilitating, leading and negotiating with team of bank personnel to solve customer problems.

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