Personal Banker

Glacier Bancorp, Inc.•Evanston, WY

11d•Onsite

About The Position

The Personal Banker role is essential for establishing new and increasing existing customer account relationships through sales, cross-selling and referrals of retail, commercial, mortgage investments and other line of business products and services. Serves as a member of the branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients to support the retention and growth of profitable client relationships through sales of deposit, loans, and investment products. This role is an introductory sales role that will have established training requirements in the lending scope and may or may not have a lending limit. Professionalism, confidentiality, good attendance, punctuality, flexibility, and adaptability are a must! In addition, you will ensure compliance with regulations and audit standards related to job responsibilities while adhering to and exemplifying our Core Values: Embrace Responsibility, Execute with Excellence, Pursue Growth & Learning, Thrive Together.

Requirements

High school diploma or equivalent required
Excellent customer service skills.
Excellent written and verbal communication skills.
Strong interpersonal skills.
Basic knowledge of Microsoft Office.
Proficient keyboarding skills.
Excellent organizational skills
Ability to maintain strict confidentiality
A commitment to community involvement
Ability to apply policies and procedures.
Ability to multi-task and handle complex tasks efficiently.
Comfortable communicating with various customers.
Must have ability to prioritize and organize heavy workload(s) and demonstrate effective time management skill(s).
Must have the ability to work in a professional manner and consistently demonstrate courtesy, customer service, and tact in a fast-paced/deadlines-oriented environment.
Seamlessly transition between roles in order to take care of customers.
Personal Bankers must be client/customer focused, hold information in the strictest of confidences, have technical capabilities, be thorough and communicate proficiently.
Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
Must be capable of regular, reliable and timely attendance.
Must be capable of climbing / descending stairs in an emergency situation.
The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nice To Haves

One year of First Bank of Wyoming experience preferred
2 years Banking experience preferred
Customer service preferred
Prior sales experience preferred

Responsibilities

Actively engage in greeting all customers, learning their names, develop customer relationships, customer loyalty and satisfaction by actively listening and assisting customers with their financial requests.
Builds relationships with customers through a proactive outreach and follow up, asking questions and learning about their financial needs.
Works to expand customer relationships by cross-selling products and services.
Informs customers of self-service digital options and by demonstration those products to customers.
Generates new business through referrals and in-branch selling from the platform.
Participates and learns sales campaigns while completing all lending training requirements.
Supports branch management team in achieving sales/service goals.
Helps resolve customer concerns and escalating issues as needed.
Completes accurate documentation necessary to open and maintain accounts.
Complies with all policies/procedures related to the new account process to minimize loss.
Display confidence with clients when sharing advice, product knowledge and solutions.
Possesses drive, initiative and knowledge to provide financial options for clients using a consultative approach.
Proven ability to tailor features and benefits of products and services to clients with differing needs.
Operate within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of all required training.
Manage risk in every transaction and detect fraudulent transactions to prevent loss for First Bank of Wyoming and its customers from counterfeit currency and fraudulent activity by staying current on fraud warnings and initiating discussion with customers regarding specific transaction as defined by procedure.
Assist customers with account questions and opening/closing all account types. This includes checking, savings, CD’s, IRA’s, HSA’s, safe deposit boxes, and online banking.
Able to assist customers requests for wire transfers, debit card reissue, account research, etc. using applications such as 4Sight, Synergy, Card Wizard, etc.
Introduce new products and services (credit cards, debit cards, online banking, etc.) when applicable.
Takes ownership of mistakes/problems until issues are resolved to the customer’s satisfaction.
Must be well-informed on all safety and security protocol and notify management of any situation that may cause a security threat.
Research, troubleshoot and resolve customer and internal inquiries regarding policies, practices, and products. Exercises independent judgment under minimal supervision.
Actively work to learn and understand Consumer Lending.
Answers questions about products and services and resolves problems that are within their authority to resolve.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Complete required bank training courses within assigned time frame(s). It is the individual learner responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given, they need to reach out to their supervisor for further clarification or additional training.
Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.
Adhere to First Bank of Wyoming’s Core Values.
Keeps management appropriately informed of area activities and of any significant problems.
Participate in Community Service and Bank sponsored activities that serve and support the mission and values of First Bank of Wyoming.
Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward external customers as well as internal customers (all organization personnel).
Represent First Bank of Wyoming in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs.
Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required.
Participates in required training, staff meetings, and lobby displays.
Proactive in creating, maintaining, and promoting a clean, neat, pleasant work environment always aware of the customer’s view (keeping confidential information confidential).
Responsible for keeping all information related to our customers private and confidential.
Other duties as requested or assigned.