Personal Banker

PriorityOne Bank • Collins, MS

14d

About The Position

As a Personal Banker, you will serve as a trusted financial advisor to clients, helping them manage their personal finances and achieve their financial goals. You will build and maintain strong customer relationships by understanding their needs and recommending appropriate banking products and services. The role requires knowledge of banking operations, products, and regulatory requirements to ensure compliance and deliver exceptional service. You will help drive branch growth by identifying sales opportunities and providing tailored financial solutions, contributing to customer satisfaction, loyalty, and the overall success of the bank.

Requirements

• High school diploma or equivalent required.
• Previous experience in retail banking, customer service, or sales is required.
• Strong understanding of banking products, services, and financial regulations.
• Excellent communication and interpersonal skills to interact effectively with diverse customers.
• Basic proficiency with banking software and Microsoft Office applications.
• Strong analytical skills to assess client financial situations and recommend appropriate solutions.
• Sales and negotiation skills.
• Attention to detail and knowledge of compliance requirements.

Nice To Haves

• Associate’s or Bachelor’s degree in finance, business, or a related field preferred.

Responsibilities

• Engage with customers to assess their financial needs and provide personalized banking solutions, including accounts, loans, and investment products.
• Process routine banking transactions accurately and efficiently, such as deposits, withdrawals, and payments.
• Educate clients on bank products, services, and digital banking tools.
• Identify opportunities to cross-sell and upsell banking products to meet customer needs and branch sales goals.
• Maintain compliance with banking regulations, policies, and procedures to protect customer information and bank assets.
• Resolve customer inquiries and issues promptly.
• Collaborate with team members and other departments to deliver seamless service and support branch initiatives.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED