Personal Banker

PriorityOne Bank • Collins, MS

12d

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 clients’ 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 support branch growth by identifying sales opportunities and providing tailored financial solutions, contributing to customer satisfaction, loyalty, and the bank’s overall success.

Strong communication skills are essential for understanding customer needs and explaining financial products. Analytical skills help assess client situations and recommend suitable solutions. Proficiency with banking software and digital tools supports transaction processing and account management. Sales and negotiation skills help identify opportunities and present products aligned with customer goals and branch objectives. Attention to detail and knowledge of compliance requirements help ensure transactions and customer interactions meet regulatory standards.

Requirements

• High school diploma or equivalent.
• Previous experience in retail banking, customer service, or sales.
• Strong understanding of banking products, services, and financial regulations.
• Excellent communication and interpersonal skills.
• Basic proficiency with banking software and Microsoft Office applications.

Nice To Haves

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

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 about 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