Personal Banker I/II - Dimond Branch

First National Bank Alaska•Anchorage, AK

8d•Onsite

About The Position

The Personal Banker is a branch-based sales position with some outside calling. The role focuses on acquiring, retaining, and deepening consumer and business relationships by delivering an outstanding customer experience and helping the branch meet sales objectives. The Personal Banker learns customers’ needs, recommends suitable bank products and services, develops new business, and connects customers with other bank experts when appropriate. The Personal Banker II also contributes to branch sales objectives and the success of the bank. The position is based at the Dimond Branch and may involve travel to local businesses or customers during work hours for sales calls. The schedule is Monday through Friday, with some Saturdays. Minimum hourly pay is $23.25 for Personal Banker I and $25.42 for Personal Banker II; offers are commensurate with experience.

Requirements

A bachelor's degree in a business-related field plus one year of demonstrated customer-relationship-position experience, including one year of sales experience; or four years in a front-line customer-contact position, including two years in a customer-relationship-type position and one year of sales experience; or an equivalent combination of education, training, and experience.
Ability to keyboard 35 words per minute and operate a 10-key calculator.
Word processing and spreadsheet experience.
Ability to read and interpret business and professional publications, technical procedures, governmental regulations, and standard banking services contracts.
Ability to write reports and business correspondence and present information, demonstrate products, and respond effectively to questions.
Ability to calculate figures such as discounts, interest, commissions, and percentages, and apply fractions, percentages, ratios, and proportions to practical situations.
Ability to solve practical problems, collect data, establish facts, draw valid conclusions, and interpret written, oral, diagrammatic, or schedule-form instructions.
Ability to meet the physical demands of the position, including frequently lifting or moving up to 25 pounds and occasionally lifting or moving up to 50 pounds.

Nice To Haves

Outside sales experience.
Database experience.

Responsibilities

Establish new business and expand existing consumer and commercial banking relationships through in-person and telephone sales calls.
Track customer calls and sales activities, and report trends from various sources to a supervisor.
Consult with current and prospective customers, assess their financial needs, and recommend appropriate bank products and services.
Cross-sell products and make productive referrals to other areas of the bank.
Open new accounts, sell consumer products and services, respond to account-related requests, and when needed close accounts or conduct customer-initiated account research and resolution.
Implement the onboarding process for new customers and create an outstanding customer experience.
Serve as a liaison between customers and other areas of the bank.
Stay informed about existing and newly developed bank products and services to make appropriate customer recommendations.
Initiate and process customer contracts for bank products and services, and answer questions about the contracts, services, or products.
Interview customers and evaluate their needs to initiate consumer loan business; request and receive applications and required paperwork for underwriting; inform customers of loan approval or denial; and may coordinate closings for loans originated.
Complete other work-related duties assigned by a supervisor.
Stay current on relevant laws and regulations and complete compliance training on time.
Follow applicable bank policies, procedures, laws, and regulations; maintain customer confidence and protect confidential information.