Personal Banker Metro

SOUTHERN BANK•Arnold, MO

1d•Onsite

About The Position

The Personal Banker is the branch focal point for sales, customer service, and referrals in support of branch goals and the development of lasting customer relationships. The role serves existing customers, assists with transactions, and contributes to Southern Bank’s commitment to ethical conduct and trusted service in the communities it serves. Team members are expected to protect the confidentiality of customers’ non-public personal information and secure information systems in compliance with bank regulations. The position develops and retains customer relationships, identifies needs and opportunities, opens accounts, cross-sells products, resolves customer issues, and educates customers about available banking channels. It also supports branch operations by maintaining knowledge of banking procedures, products, services, and regulatory requirements. The schedule may include overtime, nights, weekends, and holidays, and the employee may be asked to work at other branches across Southern Bank’s footprint.

Responsibilities

Develop new customer relationships and retain or expand existing relationships by identifying opportunities and cross-selling products to achieve personal and branch goals.
Help create a welcoming lobby experience and direct customers to appropriate team members based on their needs.
Take ownership of the customer experience, including opening accounts, cross-selling products, and resolving issues as appropriate.
Interact frequently with customers and proactively contact them to assess satisfaction.
Educate customers on available banking access channels.
Participate in business development, including phone outreach, community events or groups, and meetings with local businesses.
Resolve difficult customer situations while providing friendly service and supporting customer satisfaction.
Maintain knowledge of bank policies and procedures, including retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening and closing procedures, cash ordering, and cash shipment preparation and receipt.
Maintain knowledge of applicable regulatory requirements, including the Bank Secrecy Act, Regulation CC, Regulation E, customer privacy, and information security.
Maintain proficiency in bank products and services across delivery channels, including deposit, electronic, and loan products.
Maintain trustworthiness, professionalism, confidentiality, and honesty in dealings with internal and external customers.
Follow Southern Bank Telephone Standards and support open communication when addressing concerns or problems.
Maintain attendance and work a schedule that may include overtime, nights, weekends, and holidays.
Assist at various branches across Southern Bank’s footprint when asked.
Perform other duties as assigned.