Personal Banker, Lemay

Midwest Bank Centre•St. Louis, MO

About The Position

The Personal Banker engages with customers to build strong relationships, understand their financial goals, and provide consultative advice and tailored banking solutions. The role supports branch goals by delivering excellent customer service, assisting with account opening and maintenance, completing consumer loan applications and closings, and promoting digital banking services. The banker proactively contacts customers to expand relationships, recommend appropriate products, and address issues. They refer customers to experienced banking partners when needed and participate in sales, service, product training, and MBC@Work presentations. Ongoing training supports understanding and compliance with federal banking regulations, including BSA, the USA Patriot Act, and AML requirements. The employee must obtain and maintain NMLS and Notary Public credentials and follow the bank’s compliance and risk-management requirements. The position is hourly and full time, generally requiring 40 hours per week. Standard hours are Monday through Friday, with evenings, weekends, required overtime, and travel to other branches as business needs require. The role is largely sedentary, with some filing and related physical tasks.

Requirements

  • High school diploma or equivalent.
  • At least two years of bank customer-contact or retail sales experience.
  • Exceptional interpersonal and communication skills, including the ability to build rapport and engage clients.
  • Technological aptitude and ability to learn and adapt quickly to new systems and software.
  • Problem-solving mindset and ability to think critically under pressure.
  • Strong attention to detail and organizational skills.
  • Ability to work independently and collaborate effectively with a team.
  • Flexibility to work some evenings and weekends as business needs require.
  • Willingness and ability to travel to other locations or branches.
  • Willingness and ability to work required overtime.
  • Obtain and maintain NMLS and Notary Public credentials.
  • Maintain awareness of and adhere to bank compliance requirements, risk-management concepts, expectations, policies, and procedures.

Nice To Haves

  • Associate or bachelor’s degree.

Responsibilities

  • Build rapport with customers and develop stronger customer relationships.
  • Assist the team in achieving branch goals and meet quarterly banker minimum standards.
  • Provide excellent customer service and consultative advice based on customers’ financial goals and needs.
  • Assist with account opening and account maintenance, including consumer loan applications and closings.
  • Promote digital banking and help customers with online and mobile banking setup, access, password resets, bill pay, mobile deposit, alerts, transfers, and payments.
  • Handle inbound and outbound calls proactively to build relationships, identify opportunities, recommend suitable products, and resolve issues.
  • Refer customers to appropriate banking partners to address their financial needs.
  • Participate in sales, service, and product training meetings and MBC@Work presentations.
  • Complete daily, weekly, and monthly tasks accurately and follow applicable policies and procedures.
  • Contribute to branch meetings and culture while remaining flexible to accommodate staffing needs.
  • Complete ongoing training and adhere to BSA, USA Patriot Act, AML, NMLS, Notary Public, compliance, and risk-management requirements.
  • Travel to other branch locations and work required overtime as needed.
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