Personal Banker II
About The Position
MCT is seeking an experienced and customer-focused Personal Banker II to join our retail banking team. This role is ideal for a motivated professional who enjoys helping customers achieve their financial goals while building lasting relationships within the community. As a Personal Banker II, you will serve as a trusted financial resource for customers by providing exceptional service, opening and servicing accounts, assisting with lending solutions, identifying financial needs, and recommending products and services that help customers succeed. You will also play an important role in mentoring newer team members and supporting branch sales and business development efforts.
Requirements
- High school diploma or equivalent.
- 2–4 years of personal banking or related financial services experience.
- Proven success selling and cross-selling banking products and services.
- Strong customer service and relationship-building skills.
- Effective communication and interpersonal abilities.
- Strong problem-solving and decision-making skills.
- Intermediate computer and keyboarding proficiency.
Nice To Haves
- Working knowledge of wealth management products and services.
- Experience with consumer and real estate-secured lending.
- Experience mentoring or training team members.
Responsibilities
- Deliver exceptional service to new and existing customers.
- Respond to customer inquiries and resolve account-related concerns professionally and efficiently.
- Build and maintain strong customer relationships through proactive outreach and ongoing financial conversations.
- Identify customer needs and recommend appropriate banking products and services.
- Open and service a variety of deposit accounts and banking services.
- Support branch sales initiatives and contribute to branch growth goals.
- Generate new business opportunities through referrals, relationship development, and community engagement.
- Cross-sell products and services that align with customer needs.
- Refer customers to specialized banking partners, including Wealth Management, Cash Management, Merchant Services, Mortgage Lending, and other business banking resources.
- Assist customers with consumer and real estate-secured loan requests.
- Complete loan application documentation and support loan closing processes.
- Serve as a resource for team members on more complex lending requests.
- Perform teller transactions accurately and efficiently.
- Maintain balancing and operational standards while adhering to bank policies and procedures.
- Provide guidance and support to less experienced team members.
- Assist with onboarding, training, and mentoring new Personal Bankers.
- Participate in sales coaching and branch development initiatives.
- Support branch marketing events and community activities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
