Personal Banker - Liberty

This position is eligible for a one time $500 sign on bonus. To be eligible to receive payout, the employee must be hired between now and December 1, 2025, successfully complete the 90-day assessment period, be actively working and in good standing. Please inquire with Human Resources if you have additional questions.

Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Person al Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Person al Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone.

The Person al Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Person al Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.

From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.

• Excellent Customer Service
• Business development (inside and outside)
• Relationship building
• Cross-selling of Bank's products and services

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
• Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
• Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
• Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
• Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
• Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.
• Sets priorities and follows through on the implementation of the defined sales and service activities.
• Promotes company products and services in the community to assist in the continuing growth of the Bank.
• Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
• Actively participates in regular sales and staff meetings.
• Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
• Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
• Demonstrates sound judgment and decision making by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
• Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
• Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
• Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
• Other duties may be assigned.

• Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
• Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System…