Personal Banker - Elk Grove
About The Position
F&M Bank is seeking a Personal Banker for its Retail Bank department in Elk Grove. This full-time, hourly, non-exempt position is scheduled for 40 hours per week and pays $22.90–$26.33, commensurate with experience and qualifications. The Personal Banker does not supervise others. Personal Bankers build customer relationships by providing expert financial advice and service. They help customers identify financial solutions for major expenses and goals, including college savings, home purchases, and retirement planning. By opening new accounts and originating consumer loan applications, they contribute to business growth and profitable customer relationships. The role also represents the Bank in the community through participation in organizations, relationship-building with local businesses and organizations, referrals, and networking. Personal Bankers own customer relationships, profile new and existing customers, and identify opportunities to provide relevant product knowledge and support.
Requirements
- High school diploma or equivalent; an A.A. degree or equivalent combined work experience is accepted.
- At least 3 years of experience in the financial services industry, including opening personal and business accounts and accepting consumer loan applications.
- Experience opening complex accounts, such as trusts, loan products, and retirement accounts.
- Customer-focused communication, tact, and professionalism.
- Ability to develop new business and increase sales and customer retention.
- Knowledge of banking institution concepts, consumer lending, endorsements, transaction processing, and federal and state regulations.
- Successful completion of a credit history check, as a condition of employment.
- Reliable transportation to and from work and training each day.
Nice To Haves
- Successful completion of college-level finance or accounting courses is preferred.
Responsibilities
- Build customer relationships and provide financial advice and service.
- Help customers find financial solutions for large expenses and goals, such as college savings, home purchases, and retirement planning.
- Open new accounts and originate new consumer loan applications to support business growth and customer acquisition.
- Represent the Bank in the community by joining organizations and establishing contacts with local organizations and businesses.
- Pursue additional Bank business through referrals and networking.
- Own customer relationships, thoroughly profile new and existing customers, and identify opportunities to provide customer-focused product knowledge and support.
- Adhere to operational excellence and high ethical standards while focusing on results.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
