Senior Personal Banker

About the Role

The work schedule is full time, 40 hours per week. No work on weekends or holidays.

As a primary contact for bank customers, the Senior Personal Banker is responsible for developing and retaining customer relationships through providing a consistent level of exceptional service; opening new business and consumer accounts; responding to customer inquiries and providing solutions based on their needs; proactively working to develop and maintain long‑standing customer relationships; greeting, listening, engaging, and actively profiling to ascertain customer needs and present mutually beneficial financial solutions;

maintaining high quality personal performance and professional standards and proactively seeking support and training as needed; assisting and supporting the Branch Manager with oversight of Personal Bankers and New Account Representatives; and serving as a backup if the Assistant Branch Manager is absent.

• Assists and supports the Branch Manager with hiring decisions, training, performance reviews, disciplinary actions, and coaching or mentoring of personal bankers and new account representatives.
• Assists Branch Manager in overseeing the branch in the event that both Branch Manager and Assistant Branch Manager are absent.
• Originates consumer loans for the branch and as assigned by the Consumer Loan Department Manager.
• Opens, maintains, or originates consumer and business deposit, savings, health, time deposit accounts, IRAs, foreign/domestic wires, safe deposit boxes, and e‑banking products efficiently.
• Promotes and assists customers with aspects of the Visa Business Card.
• Prepares associated documentation and scans for record retention purposes within required time frames.
• Educates customers about penalties, earnings, etc.
• Displays exceptional customer‑service skills to gain, retain, and maintain customer relationships.
• Primarily responsible for developing and retaining customer relationships.
• Plays an integral role in bank growth by meeting customers’ needs while maintaining profitability and proactively finding opportunities to enhance customer relationships.
• Identifies customer needs through active listening and profiling and fulfills them with appropriate products and services.
• Act promptly on customer requests, follow through on commitments and obligations, and asks follow‑up questions to confirm satisfaction.
• Processes ACH and debit‑card disputes, stop payments, etc., and escalates as necessary.
• Might act as a teller when needed; maintains up‑to‑date training and compliance standards.
• Maintains proficient knowledge of bank products and services to present appropriate solutions.
• Answers incoming calls, directs calls, takes messages, and returns calls.
• Completes bank training in a timely manner.
• Maintains regular and predictable attendance.
• Complies with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Might need to work at other Foothills Bank branches due to staffing shortages.
• Participates in community service and bank‑sponsored activities.

• High School Diploma or Equivalent.
• 3+ years of banking experience.

• Demonstrated effective interpersonal relationships and teamwork.
• Advanced account opening and maintenance skills.
• Familiarity with consumer lending.
• Ability to lead positively with a focus on others.

Must be able to routinely perform work indoors in a climate‑controlled shared work area with a moderate noise level.

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 with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear.

The employee is occasionally required to stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals,…