Personal Banker
About The Position
As a Personal Banker, you are the client’s trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You’ll Do: Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management. What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products. Bonus Points:
Requirements
- maintain confidentiality
- previous customer service experience
- cash-handling experience
- proven ability to meet and/or exceed monthly goals for product referrals
- use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products
Nice To Haves
- Bilingual/Multilingual
Responsibilities
- work face-to-face with clients
- open new deposit accounts
- perform loan and deposit transactions
- manage a cash drawer
- assist team members and clients
- solve complex problems
- ask questions to uncover needs
- refer business to different areas of the company, such as lending, insurance, and wealth management
Benefits
- Medical, dental, vision, STD, LTD, Life insurance, etc.
- 17 days paid time off, 11 paid holidays and bereavement leave
- Education assistance program
- Paid family bonding leave
- Wellness benefits
- Life event coverage
- Service awards
- Financial benefits including 401(k) match, stock purchase plan, loan discounts and more
- National and local discounts on everything from computers and vacations to phones and retail shopping
- Free checking account, checks and discounted bank services
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
