Personal Banker I
About The Position
Vision Bank is seeking a Personal Banker I to provide professional, friendly service to individual and small business customers. The role focuses on processing customer transactions accurately and efficiently, building and retaining long-term customer relationships, learning the bank’s products and services, and helping customers identify options to meet their financial goals. The Personal Banker must follow company policies, industry regulations, and compliance requirements. The position involves working in a dynamic, fast-paced environment, prioritizing customer needs and time-sensitive requests, and collaborating with teams across multiple lines of business. The employee is expected to contribute positively as a team member, adapt to new challenges, and continue learning. The role may provide opportunities for career development and internal mobility.
Requirements
- High school diploma or equivalent.
- Excellent computer skills and the technical aptitude to learn systems quickly.
- Basic math skills.
- Ability to communicate empathetically and remain conscientious of one's own emotions and those of others.
- Attention to detail and ability to work accurately in a fast-paced environment.
- Ability to follow bank standards and recognize when situations should be escalated.
Nice To Haves
- One to two years of experience in customer service and/or handling cash.
Responsibilities
- Provide excellent, professional, and friendly service to customers.
- Build, expand, and retain relationships with individual and small business customers.
- Process customer transactions efficiently and accurately.
- Identify opportunities to help customers meet their financial goals and recommend relevant products and services.
- Prioritize customer demands and time-sensitive requests.
- Collaborate with multiple lines of business to meet customer needs.
- Develop in-depth knowledge of banking products, services, and company systems.
- Adhere to bank policies, compliance requirements, and regulations.
- Recognize situations requiring escalation to a supervisor or member of management.
- Follow up and follow through on customer needs while ensuring accuracy.
Benefits
- Competitive salary and benefits package.
- Tools and resources to support success.
- Support and learning opportunities from the leadership team.
- Potential career advancement through internal mobility.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
