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
- Minimum of six months’ cash handling experience.
