Personal Banker

Citizens Bank•Big Bend, WI

6h•Onsite

About The Position

The Personal Banker is responsible for building relationships with customers by handling virtually any non-lending transaction. This role may involve handling specialized accounts and cross-selling products is a main job function.

Requirements

High School Diploma or GED required
1-2 years of related experience in banking required
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control
Must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines
Accuracy
Customer Service Excellence
Relationship Selling
Teamwork

Nice To Haves

Vault experience preferred
Personal banking experience preferred

Responsibilities

Represents the Bank to customers in a courteous, professional manner
Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer’s needs
Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier’s checks
Answers the phone and assists customers as needed
Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
Assists customers with account inquiries
Processes wire transfers
Processes changes of address
Processes stop payments
Unlocks and resets digital banking access
Processes CD deposits and batching
Processes account status changes
Enrolls Good Life Club members
Redeems savings bonds
Assists customer in balancing accounts
Orders customer checks
Creates new CIFs
Purchases and redeems foreign currency
Any and all other duties as assigned
Safe Deposit Box access (if assigned based upon branch needs)
Vault authority (if assigned based upon branch needs)
Override authority (if assigned based upon branch needs)
Safe Deposit Box rentals (if assigned based upon branch needs)
Opening and maintaining IRA and HSA accounts (if assigned based upon branch needs)
Notary services (if assigned based upon branch needs)