Personal Banker (Client Services Associate), East State Banking Center, Fort Wayne, IN

1st Source Bank • Fort Wayne, IN

2d • Onsite

About The Position

Provides clients with friendly service and meets financial needs by completing
transactions and uncovering other opportunities to promote additional services.

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, CD’s 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 participates in 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.
• Regular and predictable attendance is an essential requirement of the position.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed