Personal Banker I
About The Position
The Personal Banker I is responsible for attaining sales goals, providing customer support and service, and developing customer relationships. The role meets or exceeds production goals, Banking Center Associate Standards, and regulatory requirements. The position provides professional service, supports account opening and loan requests, and follows applicable banking, security, and confidentiality requirements. It is scheduled Monday through Friday, 9:00 AM–5:00 PM, with rotating Saturday hours from 9:00 AM–12:00 PM, for a total of 40 hours. The position is eligible for additional incentive compensation based on achievement of established goals.
Requirements
- High school diploma or GED.
- 1 to 2 years of related experience and/or training.
- A valid motor vehicle operator’s license and/or ability to travel to training sites and other banking center locations.
- Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
- Regular use of a desktop or laptop computer, basic operating systems, and specialized software systems.
- Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing.
- Ability to add, subtract, multiply, and divide.
- Ability to meet the described physical requirements, including occasionally lifting and/or moving up to 50 pounds.
Nice To Haves
- At least one year of sales/customer service experience preferred.
- Prior banking experience preferred.
- State Life Insurance License or ability to pass the Life License Exam preferred.
- Notary license preferred.
Responsibilities
- Implement procedures to attain performance goals set by Management and meet or exceed production goals.
- Develop customer relationships by identifying needs and recommending appropriate products and services; expand existing relationships and attract new business through customer referrals and telephone solicitation.
- Use the CRM program consistently and accurately, including for customer profiling.
- Provide professional, courteous customer service, including opening new accounts and processing loan requests, and meet or exceed Secret Shop score expectations.
- Maintain knowledge of and comply with applicable banking regulations; protect confidential customer and facility information; implement bank security procedures; and attend annual BSA and Security training.
- Perform new account openings with minimal errors.
- Maintain regular and reliable attendance, punctuality, and professional appearance; communicate clearly through in-person, telephone, email, and written correspondence.
- Follow company policies and procedures and applicable banking rules, regulations, and laws, including BSA/AML.
- Perform other related duties as required or assigned.
Benefits
- Additional incentive compensation based on achievement of established goals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
