Personal Banker - O'Fallon, IL

First BankO'fallon, IL
$17 - $21Onsite

About The Position

In this Personal Banker role, you will create and deliver a positive client experience within a retail banking environment while conducting financial transactions typically associated with a bank teller position. You must have a positive attitude, be a team player, and actively listen to clients’ financial needs to refer them to the appropriate bank products, banking solutions, or representatives. Additionally, you must adapt well to a changing banking environment, handle customer service concerns, maintain the security of customer information, prioritize items of significance, and manage your assigned teller cash drawer responsibly.

Requirements

  • High school diploma or GED is required.
  • At least one year of relevant work experience preferred; prior banking, bank teller, or financial services experience is strongly preferred.
  • Ability to process banking transactions and teller activities with high levels of accuracy.
  • Knowledge of and ability to recognize and respond to the diverse needs of bank clients.
  • Supports clients in using digital banking tools, online banking platforms, and self-service teller alternatives to meet financial goals.
  • Ability to clearly communicate banking information, listen actively, and effectively engage with clients and team members.
  • Ability to identify and prevent fraudulent activity within a banking or teller environment using sound judgment and established processes.
  • Ability to manage multiple banking and teller responsibilities simultaneously, prioritizing effectively.
  • Ability to resolve client, operational, or teller-related issues in a banking environment using sound judgment and established procedures.

Responsibilities

  • Deliver a unique banking client experience aimed at improving financial well-being, building loyalty, and increasing share of wallet.
  • Process a variety of client interactions, including teller transactions, educate clients on available banking alternatives, and identify opportunities to deepen relationships with the bank through appropriate referrals.
  • Identify opportunities through meaningful conversations with clients and make appropriate referrals to bank partners, branch staff, or other banking specialists.
  • Perform lobby engagement activities to connect with clients, support teller traffic flow, and position bank products and digital banking solutions to meet client needs.
  • Educate clients on options for managing financial transactions using banking technology, tools, and resources.
  • Apply knowledge of bank products, banking services, and teller procedures to accurately address client requests.
  • Adhere to all bank policies and procedures, demonstrate sound judgment within established limits, and ensure teller operations, cash handling, and daily branch transactions are completed efficiently, securely, and accurately.
  • Perform other duties as assigned within the bank or branch.
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