Personal Banker (Client Services Associate), Warsaw East Banking Center, Warsaw, IN

1st Source Bank • Warsaw, IN

98d

About The Position

The Personal Banker (Client Services Associate) at the Warsaw East Banking Center is responsible for providing clients with friendly service and meeting their financial needs by completing transactions and uncovering opportunities to promote additional services. This role involves processing banking center transactions, greeting clients, identifying their needs, and promoting bank products and services. The associate will also open personal accounts, answer client inquiries, and build client loyalty by establishing relationships. Consistent delivery of exceptional customer service is a key expectation, along with adherence to bank policies and participation in retail sales programs.

Requirements

• Four (4) or more years of retail banking experience preferred.
• Customer service and sales oriented.
• High degree of attention to detail.
• Good written and verbal communication skills.
• Good PC skills - proficiency in Microsoft Word and Excel essential.
• Ability to cross-sell bank products and services.
• Highly motivated.
• Ability to work in a team atmosphere.
• Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
• Ability to handle multiple tasks in a fast-paced environment.

Nice To Haves

• One (1) - three (3) years college preferred.

Responsibilities

• Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.
• Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.
• Opens personal accounts, CDs, and cross-sells bank services.
• Answers client inquiries and resolves less complex issues.
• Builds client loyalty; establishes client relationships, including addressing each client by name.
• Consistently delivers exceptional customer service to each and every client.
• Adheres to established bank policies, procedures and guidelines.
• Participates in retail sales programs to help meet personal and banking center goals.
• Actively participates in team meetings and community projects and appropriate educational programs related to the position.
• Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.
• Assists Manager with audits, reporting and scheduling as requested.
• Responsible for the completion of all training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

Benefits

• Regular and predictable attendance is an essential requirement of the position.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Associate degree