Personal Banker II

Blue Ridge Bank•Harrisonburg, VA

7d•Onsite

About The Position

The Personal Banker II will assist customers with their immediate, short-term and long-term financial needs through the handling of transactions, new account openings, and appropriate partner referrals. The incumbent will ensure compliance with all regulations, policies, and procedures. This role would also include Seasonal, Part Time, and Floater positions. This role is part of our branch family and enables high performers to grow into more senior or lateral roles across the bank. This position requires a basic understanding of banking procedures.

Requirements

Demonstrated success in operating efficiently and delivering exceptional service.
Understanding of banking products, services, and financial regulations.
Demonstrated ability to use independent judgement and operate under minimal supervision.
Demonstrated ability to build strong business relationships.
Excellent written and oral communication skills.
Strong decision-making/problem resolution skills.
Demonstrate strong analytical and math skills, organizational skills, and customer service skills.
1+ years previous experience as a teller or personal banker.
Sales experience, focused on cross-selling products and services, is required.

Nice To Haves

Any additional qualification or certification in banking or finance will be considered a plus.

Responsibilities

Deliver exceptional customer service while performing a variety of customer transactions and inquiries.
Processing transactions like cash deposits, withdrawals, checks, transfers, and balance inquiries
Achieve and exceed sales targets for deposits, loans, and other banking products and services.
Execute customer acquisition, retention, and satisfaction.
Execute corporate sales, service, and operational campaigns and initiatives.
Ensure efficient and effective daily operations, ensuring adherence to bank policies, procedures, and internal controls.
Resolve and escalate customer issues and complaints in a timely and effective manner.
Cultivate strong relationships with customers.
Ensure compliance with banking regulations (e.g., BSA/AML, privacy, consumer protection).
Maintain knowledge of the Bank’s products/services, pricing, and the Bank’s operating systems, customer relationship management software, utilize software to identify customers’ needs and actively refer to other lines of business.
Ensure a high-touch, personalized banking experience for customers.
Act as a trusted advisor, guiding customers toward financial solutions that meet their needs.
Other duties as assigned.