Personal Banker

Blue Ridge Bank•White Stone, VA

About The Position

The Personal Banker assists new and existing customers with their immediate, short-term, and long-term financial needs by handling transactions, opening accounts, making appropriate referrals, and complying with regulations, policies, and procedures. The role provides customer service and guidance, supports sales and relationship growth, and contributes to branch operations and service quality. The position may also provide Notary services, Signature Guarantee services, and back up branch leadership when necessary.

Requirements

High school diploma or equivalent.
Strong computer skills relevant to Microsoft Office, including Word, Excel, and Outlook.
Strong presentation skills.
Demonstrated track record of meeting sales and service goals.
Organizational skills and attention to detail.
Strong decision-making and problem-resolution skills.
Ability to work all branch hours, including required weekends and evenings.
Ability to work accurately with attention to detail.
Ability to operate as part of a team.
Ability to ask questions and build rapport.
Must maintain internal and external confidentiality.
Successful completion of required background checks.

Nice To Haves

At least one year of experience in cash handling and customer service, as well as sales experience focused on cross-selling products and services.

Responsibilities

Deliver outstanding service while performing customer transactions and responding to inquiries.
Guide customers and provide a full spectrum of customer services.
Meet established service quality standards and individual sales goals.
Support branch sales goals by identifying customer needs and promoting or selling bank products and services.
Build customer relationships through follow-up on new business and personal accounts and timely account maintenance.
Identify opportunities to grow relationships and independently develop new, existing, and prospective consumer and business customers.
Complete arrangements and documents for special services.
Stay informed about industry trends and competitor information, and maintain knowledge of bank products, services, and pricing.
Use software to identify customer needs and refer customers to other lines of business.
Perform branch functions and support other branch employees.
Follow and help ensure adherence to operational guidelines.
Audit drawers and perform cash-drawer-limit spot checks when necessary.
Plan, monitor, and maintain branch cash requirements; place cash orders and prepare shipments.
Help ensure satisfactory branch audit ratings.
Provide Notary services and Signature Guarantee services, and back up branch leadership when necessary.
Comply with state and federal regulations and bank policies.
Create value for the bank and its employees, be a good teammate, and live the bank’s core values.
Complete other tasks as assigned.