Personal Banker

Responsibilities

• Deliver professional, friendly, and efficient service through video interactions
• Respond to customer inquiries and resolve routine issues
• Accurately process customer transactions involving cash, checks, deposits, withdrawals, transfers, and loan payments
• Ensure compliance with customer identification and security procedures
• Maintain a welcoming and customer-focused experience during every interaction
• Identify customer financial needs and recommend appropriate products and services
• Generate referrals to various areas of the Bank and affiliated business partners
• Process and balance daily teller transactions while maintaining accuracy standards
• Monitor ATM and ITM cash levels and coordinate service requests as needed
• Respond to customer issues and make sound decisions that minimize risk to the customer and the Bank

• Minimum 12 months of sales and/or customer service experience in a retail environment
• Strong verbal communication and interpersonal skills
• Comfortable interacting with customers through video technology
• Ability to multi-task and work within multiple computer systems simultaneously
• Strong problem-solving skills and attention to detail
• Knowledge of banking products and services preferred
• Ability to handle customer complaints and routine problem resolution independently

Demonstrates expertise in delivering exceptional customer service through video interactions, with a strong focus on problem-solving, transaction processing, and compliance with banking procedures. Proficient in identifying customer needs and recommending suitable banking products and services.