We are currently searching for the right person to join our team as a Personal Banker- T. The Personal Banker-T position combines both traditional Teller and Personal Banker duties for a more wholistic experience for our customers.
Our Company's culture supports customers in achieving their financial goals and dreams. The Personal Banker is able to help contribute to this by:
Job Duties:
This position will train in Teller duties first and then train in opening new accounts. Below are the duties of each position.
Teller
Handle cash transactions and make appropriate decisions regarding negotiable instrument transactions, including verify cash and endorsements, receive proper identification and ensure validity, and identify counterfeit currency.
Balance ATMs and all cash on hand, drawer activities and totals on a daily basis. Ensure all cash and coin is secured in accordance with bank policy when not in use.
Consolidate and balance daily transactions.
Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier's checks
Personal Banker
Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Taking ownership of the customer experience including on-boarding and resolving service issues
Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank
Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs
Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer's financial priorities
Combined
Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies
Complying with privacy policies and procedures to maintain customer confidentiality and information protection
Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures
Completing and passing all required regulatory compliance training as assigned
Perform any additional duties and tasks assigned by management
Qualifications & Skills:
Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives
Excellent communication skills that build customer relationships based on trust
Strong critical thinking and problem-solving skills to meet our customer's needs
Ability to work location hours, including some weekends and evenings
Education, Experience & Licenses:
High school degree or higher- preferred
Minimum of six months' previous banking or customer service experience