Personal Banker

SOUTHERN BANK•Springfield, MO

26d•Onsite

About The Position

The Personal Banker is the branch focal point for sales, service, and referrals in support of branch goals and the development of lasting customer relationships. The role serves existing customers, assists with transactions, identifies customer needs, and supports the bank’s commitment to ethical conduct and the communities it serves. The position also safeguards confidential customer information and protects information systems in compliance with bank regulations. Personal Bankers work with branch colleagues to provide a welcoming customer experience, develop and maintain customer relationships, promote appropriate bank products and services, resolve customer concerns, and participate in business development. The role requires knowledge of bank procedures, products, services, and applicable regulatory requirements. The position is based at the Springfield National Branch in Springfield, Missouri.

Requirements

High school diploma or equivalent.
Positive and helpful attitude toward internal and external customers.
Interpersonal communication skills, including the ability to communicate effectively, understand procedures, and speak clearly with customers, employees, and supervisors.
Good computer skills.
Excellent customer service skills.
Ability to maintain confidentiality, professionalism, and honesty.

Responsibilities

Develop new customer relationships and retain or expand existing ones by identifying opportunities and cross-selling to support personal and branch goals.
Help provide a welcoming lobby experience and direct customers to the appropriate team member based on their needs.
Own the customer experience, including opening accounts, cross-selling products, and resolving issues as appropriate.
Build relationships through frequent customer interactions and proactively contact customers to assess satisfaction.
Educate customers about available access channels.
Participate in business development, including phone outreach, community events or groups, and meetings with local businesses.
Resolve difficult customer situations effectively while providing friendly service and supporting customer satisfaction.
Maintain knowledge of bank policies and procedures, including retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening and closing procedures, cash ordering, and cash shipment preparation and receipt.
Maintain knowledge of applicable regulatory requirements, including the Bank Secrecy Act, Regulation CC, Regulation E, customer privacy, and information security.
Maintain proficiency in bank products and services across delivery channels, including deposit, electronic, and loan products.
Maintain trustworthiness, professionalism, confidentiality, and honesty in dealings with internal and external customers.
Adhere to Southern Bank Telephone Standards and support open communication when addressing concerns or problems.
Maintain attendance and work a schedule that may include overtime, nights, weekends, and holidays.
Assist at various branches across Southern Bank’s footprint when asked.
Perform other duties as assigned.
Protect the confidentiality of customers’ non-public personal information and secure information systems in accordance with bank regulations.