Personal Banker

Position: Personal Banker I
Job Summary:

The Person al Banker I will open various deposit accounts; input, close and fund consumer loans, as well as serve as the Banks primary contact.

Education/

Experience:

A minimum of the following education/experience is required:

High School Diploma/GED and 3 years' experience in banking

Job Specific Responsibilities:

Recognizes and discovers financial needs of customers and works to find the best solutions for each.

Develops and maintains positive long term relationships with customers.

Listens to and resolves customer complaints. If needed, escalates to branch manager or Personal Banker II.Prepares new IRA’s, transfers, rollovers, conversions, death claims, contributions, and distributions of IRA’s.Processes deposits, withdrawals, and cash flow at a teller window as needed.

Opens checking, savings, money market and certificates of deposit accounts.

Orders check and ATM/Debit cards and provides starter checks for new accounts.

Displays knowledge and proficiency in explaining, selling, and administering products.

Analyzes customer information to identify opportunities for growth and expansion of services. Identifies cross-selling and referral opportunities.

Understands required documents to open consumer and business accounts.

Maintains knowledge of consumer and business ownership types.

Assists customers with card disputes, fraudulent activity, and stop payment processes.

Backs up the teller area when needed.

Originates, processes, and closes consumer loans.

Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process).Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position.

Other duties as assigned.

Required Technical Knowledge:

General computer skills

Microsoft Office, specifically Word and Excel Expectations of an Employee:

Treat all customers and fellow employees with respect

Exceed customer expectations

Meet customer needs

Conduct interactions with honest, ethical, and strong moral principles

Perform at the highest level

Take responsibility for actions

Do what is expected

Lead by example

Work as a team Efficiently share information in a collaborating and proactive manner

Pay attention to detail

Solve problems

Make sound decisions

Manage time effectively

Prioritize effectively

Perform multiple tasks simultaneously

Show up for work and be on time Comply with all laws and regulations

Complete all required training

Supervisory Responsibilities:

None Amount of Travel:
None

Physical Requirements:

May need to sit for long periods of time Sustained visual concentration while working at the computer

Typing on a keyboard for long periods of time Handle high stress environment

Benefits Include:

Medical, Rx, Dental, and Vision insuranceHSA, FSA, and Limited FSAEmployer paid and voluntary Life Insurance/AD&DShort-Term Disability Long-Term Disability Accident/Hospital Indemnity/Critical Illness voluntary plans

Identify Theft Protection
401k with employer match

Vacation, Sick Leave, and Holiday pay Tuition Reimbursement Gym membership discounts

Annual payrate increases

Incentive based bonuses

It is the policy of First Bank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.

In addition, First Bank Southwest will provide reasonable accommodations for qualified individuals with disabilities. First Bank Southwest is an affirmative action employer.
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