Personal Banker

Kearny Bank•(Greenpoint) Brooklyn, NY

17d•Onsite

About The Position

The Personal Banker delivers service to existing and prospective clients, manages their service experience, completes transactions accurately, and builds client relationships. The role identifies retention and growth opportunities through client interactions and need-based discussions, and recommends or refers bank products and services aligned with clients’ goals. It also supports branch operations and maintains operational integrity, regulatory compliance, and a high standard of client care.

Requirements

High school diploma or equivalent.
At least 1 year of cash handling experience.
Proficiency in Microsoft Office.
Excellent written and verbal communication skills.
Excellent customer service skills.
Ability to maintain a positive and collaborative attitude in all situations.
Legally authorized to work in the United States; proof of authorization is required on the first day of work. The Bank will not sponsor a visa or work authorization.
Ability to perform typical office tasks, including typing, taking notes, reading or reviewing, computer work, filing, copying, and answering phones.
Ability to occasionally lift and/or move up to 30 pounds.
Ability and willingness to occasionally travel to other locations or branches and to be physically present at an assigned location, generally during normal business hours, which may include evenings and Saturdays.

Nice To Haves

Prior client service experience or a strong desire to work in the service industry.

Responsibilities

Process routine and complex transactions, including account openings and closings, deposits, withdrawals, loan payments, and transfers, in accordance with bank policies and procedures.
Retain and grow client relationships by understanding client needs and introducing relevant financial solutions.
Participate in ongoing training and regular meetings, and be willing to cross-train to perform duties needed to assist clients.
Assist with daily branch operations, including reporting, audits, ATMs, coin machines, and the main cash vault.
Prepare cash shipments, order cash and coin as needed, and receive and process cash shipments.
Ensure daily operational integrity and excellence.
Maintain current knowledge of bank policies and procedures to support compliance and operational soundness.
Help ensure the branch adheres to regulatory requirements, including Anti Money Laundering (AML) and Countering the Financing of Terrorism (CFT).
Build client loyalty through courteous, professional service in accordance with established service standards.
Maintain knowledge of bank products and services to conduct consultative discussions and recommend solutions aligned with clients’ financial needs.
Identify client needs, refer appropriate products and services, and support smooth transitions across functions.