Personal Banker (Client Services Associate), Valparaiso Downtown Banking Center, Valparaiso, IN

1st Source•Valparaiso, IN

5d•Onsite

About The Position

Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services. This role involves processing banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures. The Personal Banker greets clients, identifies their needs, promotes bank products and services, and refers clients to the appropriate business colleague if needed. They also open personal accounts, CDs, and cross-sell bank services. Additionally, they answer client inquiries, resolve less complex issues, build client loyalty by establishing relationships and addressing each client by name, and consistently deliver exceptional customer service. The role requires adherence to established bank policies, procedures, and guidelines, and participation in retail sales programs to help meet personal and banking center goals. Team collaboration is expected through active participation in team meetings and community projects. The Personal Banker may also provide transaction overrides and assistance to less experienced CSRs, and assist the Manager with audits, reporting, and scheduling as requested. Regular and predictable attendance, completion of all training, and understanding and compliance with applicable laws and regulations are essential.

Requirements

Customer service and sales oriented.
High degree of attention to detail.
Good written and verbal communication skills.
Good PC skills – proficiency in Microsoft word and Excel essential.
Ability to cross-sell bank products and services.
Highly motivated.
Ability to work in a team atmosphere.
Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
Ability to handle multiple tasks in a fast-paced environment.
Regular and predictable attendance is an essential requirement of the position.

Nice To Haves

Four (4) or more years of retail banking experience preferred.
One (1) - three (3) years college preferred.
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.

Responsibilities

Processes banking center transactions, safety deposit, cash machine and vault balancing activities, following bank policies and procedures.
Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.
Opens personal accounts, CD’s and cross-sells bank services.
Answers client inquiries and resolves less complex issues.
Builds client loyalty; establishes client relationships, including addressing each client by name.
Consistently delivers exceptional customer service to each and every client.
Adheres to established bank policies, procedures and guidelines.
Participates in retail sales programs to help meet personal and banking center goals.
Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.
Assists Manager with audits, reporting and scheduling as requested.
Responsible for the completion of all training related to the position.
Understands all applicable laws and regulations that apply to the position and complies with the requirements.
Demonstrates appropriate levels of interpersonal skills for clients and staff members.
Performs all other duties as assigned.