Personal Banker - Winesburg Banking Center
About The Position
The Personal Banker provides exceptional service to customers and prospects, opens new accounts, processes loan activity, grows customer portfolios, and strengthens community relations with the Banking Center. This is a full-time, on-site position at CSB’s Winesburg Banking Center in Winesburg, Ohio. The role serves customers professionally and compassionately, builds relationships to understand their banking needs, explains banking products and services, opens and maintains deposit accounts, and helps customers use electronic banking services. The Personal Banker supports sales and service initiatives, promotes CSB in the community, and collaborates with internal business partners. When needed, the role also covers teller duties, assists with Banking Center operations and goals, and processes lending activity within specified limits.
Requirements
- High school diploma or GED; or one or more years of related experience and/or training; or an equivalent combination of education and experience.
- Ability to provide professional, caring customer service and follow established customer-service standards and procedures.
- Ability to understand and explain banking products and services and help customers with electronic banking services.
Responsibilities
- Serve customers professionally and courteously, following CSB customer-service, retail-readiness, dress, and conduct standards.
- Build rapport by asking relevant questions, identifying customer needs, and explaining the features and benefits of banking products and services.
- Support growth in customer portfolios by applying relationship-banking principles and carrying out service and sales initiatives.
- Promote CSB and strengthen community relations by participating in community activities and contacting customers, businesses, and community and civic organizations.
- Open new deposit accounts according to the Retail Services Handbook and guide customers in setting up and maintaining online, mobile, and text banking.
- Track new and closed accounts monthly, report findings to the Banking Center Manager, review deposit-account ticklers, and correct outstanding items.
- Complete new-account customer engagement reviews and follow-up phone calls.
- Develop relationships with CSB business partners, including lenders and cash management, trust, and brokerage officers.
- Cover the teller line when a CSR or Lead CSR is absent; complete customer transactions, maintain cash drawers within established limits, balance drawers daily, assist with safe deposit boxes, provide referrals, scan proof work, and perform end-of-day duties as needed.
- Assist the Banking Center Manager with achieving goals, developing growth strategies, analyzing monthly deposit-account results, and working with staff toward Banking Center goals.
- Assist with planning and conducting regular staff meetings and with opening and closing the Banking Center.
- Make decisions on NSF accounts when the Banking Center Manager is absent.
- Accept loan applications and examine, process, and decide loans within specified limits.
- Demonstrate commitment to CSB’s vision, mission, and core values and align conduct with those principles.
Benefits
- Competitive base wage
- Incentive compensation and profit sharing
- Medical, dental, vision, short- and long-term disability, and group life insurance (plan and/or benefits eligibility requirements apply)
- Paid time off for vacation, illness, bereavement, and jury duty
- 401(k) with employer match and on-site advisers
- Employee Assistance Program with free access to mental health resources
- Wellness program with financial incentives to promote a healthy lifestyle
- Training and professional development opportunities
- Paid holidays available immediately upon hire
- Volunteerism opportunities to give back to local communities
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
