Personal Banker - Traveling
About The Position
As a Traveling Personal Banker, you travel among nearby branch locations and serve as clients’ trusted advisor, helping with banking needs through meaningful conversations and deep product knowledge. You suggest and offer banking products and services based on client needs. The position requires travel to the listed locations in Newburgh, Evansville, and Oakland City, Indiana. You work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You also assist team members and clients, solve complex problems, identify needs by asking questions, and refer business to areas such as lending, insurance, and wealth management. The role involves working at multiple branches as needed, serving a variety of customers, and collaborating with different retail branch teams.
Requirements
- Ability to maintain confidentiality.
- Previous customer service experience.
- Previous cash-handling experience.
- Proven ability to meet and/or exceed monthly goals for product referrals.
Nice To Haves
- Bilingual or multilingual.
Responsibilities
- Travel among nearby branch locations as needed.
- Work face-to-face with clients and help address their banking needs.
- Open new deposit accounts.
- Perform loan and deposit transactions.
- Manage a cash drawer.
- Assist team members and clients and solve complex problems.
- Ask questions to uncover client needs and refer business to lending, insurance, wealth management, and other areas.
- Use banking software to view customer accounts, research statements and transactions, answer questions, and refer customers to services and products.
Benefits
- Medical, dental, vision, short-term disability, long-term disability, and life insurance.
- 17 days of paid time off, 11 paid holidays, and bereavement leave.
- Education assistance program.
- Paid parental bonding leave.
- Wellness benefits.
- Life event coverage.
- Service awards.
- Financial benefits including a 401(k) match, stock purchase plan, and loan discounts.
- National and local discounts on computers, vacations, phones, retail shopping, and other items.
- Free checking account, checks, and discounted bank services.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
