Personal Banker - N. Baldwin Ave

STAR Financial Bank•Marion, IN

7d•Onsite

About The Position

The Personal Banker position is included in a workplace model that does not allow remote work. As a Personal Banker, essential responsibilities include: Initiates and conducts interviews with all customers. Provides superior customer service including the opening of new accounts and resolution of client inquiries. Communicates with customers and potential customers either in person or on the phone to gather information for evaluation and recommendation of STAR’s banking solutions to best fit the client’s needs. Completes all account maintenance issues in a timely manner. Evaluates and responds timely to a wide variety of client issues either through direct personal action or referral to the proper source. Initiates new accounts such as savings, IRAs, certificates of deposit, money market, preferred liquidity, etc. for both personal and business accounts. Provides customers with information on deposit accounts, rates, fees, restrictions, and assists with other services. Maintains and updates knowledge relating to changes in Bank products, services and procedures. Generates new business to assist in meeting establishment profitability goals. Generates, completes, and closes consumer loans. Participates as lead internal contact for walk-in client sales inquiries. Adheres to and applies all operational policies and procedures. Identify and refer business opportunities to bank affiliates. Serves as back up for Personal Banker I duties, Branch Manager duties and/or phone customer sales inquires. Assists in the orientation/mentoring of new team members. Completes annual compliance training by designated dates, as required. May have commercial loan admin responsibilities.

Requirements

Proven sales ability to identify and recommend varying solutions.
Ability to provide superior customer service through face to face and phone conversations.
Demonstrated technical ability to perform required duties and the ability to keep current on new products, loan promotions, and all services offered.
Proven critical thinking and problem solving skills.
Excellent oral and written communication skills.
Ability to consistently apply policies and procedures.
Strong attention to detail.
Strong organizational skills.
Proficiency in computer skills, to include windows based systems.
Selected candidates are intended to become a Personal Banker II after 90 days of employment and must complete all certification requirements.

Responsibilities

Initiates and conducts interviews with all customers.
Provides superior customer service including the opening of new accounts and resolution of client inquiries.
Communicates with customers and potential customers either in person or on the phone to gather information for evaluation and recommendation of STAR’s banking solutions to best fit the client’s needs.
Completes all account maintenance issues in a timely manner.
Evaluates and responds timely to a wide variety of client issues either through direct personal action or referral to the proper source.
Initiates new accounts such as savings, IRAs, certificates of deposit, money market, preferred liquidity, etc. for both personal and business accounts.
Provides customers with information on deposit accounts, rates, fees, restrictions, and assists with other services.
Maintains and updates knowledge relating to changes in Bank products, services and procedures.
Generates new business to assist in meeting establishment profitability goals.
Generates, completes, and closes consumer loans.
Participates as lead internal contact for walk-in client sales inquiries.
Adheres to and applies all operational policies and procedures.
Identify and refer business opportunities to bank affiliates.
Serves as back up for Personal Banker I duties, Branch Manager duties and/or phone customer sales inquires.
Assists in the orientation/mentoring of new team members.
Completes annual compliance training by designated dates, as required.
May have commercial loan admin responsibilities.