Personal Banker - Gihon Village
About The Position
The Personal Banker role focuses on fostering a positive work environment, providing excellent customer service, identifying sales opportunities, and performing account transactions. This position is responsible for executing consumer-based and business relationship building efforts within a full-service banking center. The Personal Banker will engage in daily sales initiatives, proactively interact with customers to understand their banking needs, and initiate outbound calls for customer onboarding, prospecting, and cross-selling. They will also assist the Banking Center Manager with targeted outside sales activities and community engagement. Operationally, the Personal Banker must comply with all bank policies, procedures, and security measures, and may be required to perform teller duties or provide additional support for sales and operational objectives.
Requirements
- Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
- Proficient in Microsoft Outlook 365.
- Proficient computer skills and ability to learn various Banking Software programs.
- Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
- Must possess the ability to effectively interact and build positive customer relationships.
- Must be able to clearly express concepts, ideas, and product information verbally and in writing.
- Must have strong product knowledge for the level of selling and cross selling performance expected with position.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must have excellent organizational skills and the ability to multi-task and to be flexible.
- Ability to lift and carry up to 25 lbs.
- Must be available to work all hours of operations.
- High school diploma required.
Nice To Haves
- Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
- Sound mathematical and analytical skills preferred.
- Banking, cash handling, sales, and customer service experience preferred.
- Supervisory or leadership skills desired.
Responsibilities
- Provide excellent customer service.
- Engage in business development, both inside and outside the bank.
- Build and maintain customer relationships.
- Cross-sell the bank's products and services.
- Assess financial needs of clients and recommend appropriate solutions.
- Meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
- Promote a sales culture within the banking center.
- Communicate and partner effectively with branch staff and peers.
- Monitor performance against banking center goals and adjust as needed.
- Execute outbound calling activities for cross-selling and referrals.
- Set priorities and implement sales and service activities.
- Promote company products and services in the community.
- Support day-to-day operations including customer service, opening/closing procedures, vault duties, cash control, inventory, audit, and compliance.
- Participate in sales and staff meetings.
- Provide service to customers regarding banking matters, explaining products, and resolving issues.
- Build working relationships with internal business partners.
- Demonstrate sound judgment and decision-making.
- Maintain security controls to protect against fraud and risks.
- Maintain confidentiality of sensitive information.
- Contribute to a team environment by answering calls and performing additional duties.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
