Personal Banker

Blue Ridge Bank•Hartfield, VA

About The Position

The Personal Banker assists new and existing customers with immediate, short-term, and long-term financial needs by handling transactions, opening accounts, making appropriate referrals, and complying with regulations, policies, and procedures. The role delivers customer service, supports sales and relationship development, performs branch operations, and helps maintain operational and audit standards. The position may also provide Notary services, Signature Guarantee services, and backup support for branch leadership when necessary. The role requires working all branch hours, including evenings and weekends. Candidates need a high school diploma or equivalent, strong computer and presentation skills, and the ability to meet sales and service goals, work collaboratively, and maintain confidentiality. The preferred qualifications include at least one year of cash-handling or customer-service experience, along with sales experience focused on cross-selling products and services.

Requirements

High school diploma or equivalent.
Strong computer skills relevant to Microsoft Office applications, including Word, Excel, and Outlook.
Strong presentation skills.
Demonstrated track record of meeting sales and service goals.
Organizational skills and attention to detail.
Strong decision-making and problem-resolution skills.
Ability to work all branch hours, including evenings and weekends.
Accuracy and attention to detail.
Ability to work as part of a team.
Ability to ask questions and build rapport.
Ability to maintain internal and external confidentiality.
Successful completion of required background checks.

Nice To Haves

At least one year of cash-handling or customer-service experience.
Sales experience focused on cross-selling products and services.

Responsibilities

Deliver outstanding service while performing customer transactions and responding to inquiries.
Guide customers and provide a full spectrum of customer services.
Meet established service quality standards and achieve individual sales goals.
Support branch sales goals by identifying customer needs and promoting or selling bank products and services.
Build customer relationships by following up on new business and personal accounts and completing account maintenance promptly.
Identify opportunities to grow relationships and independently contact and develop new, existing, and prospective consumer and business customers.
Complete arrangements and documentation for special services.
Stay informed about industry trends and competitors, and maintain knowledge of bank products, services, and pricing.
Use software to identify customer needs and make referrals to other lines of business.
Perform branch functions and support other branch employees.
Follow operational guidelines and help ensure others do the same.
Audit drawers and conduct spot checks on cash drawer limits when necessary.
Monitor branch cash requirements, place cash orders, and prepare cash shipments.
Help ensure satisfactory branch audit ratings.
Provide Notary services and Signature Guarantee services, and serve as backup for branch leadership when necessary.
Comply with state and federal regulations and bank policies.
Complete other tasks as assigned.
Create value for the bank and its employees, be a good teammate, and live the bank’s core values.