Personal Banker 1 - Fairlawn, OH
About The Position
The Personal Banker is responsible for fostering a positive work environment, providing excellent customer service, identifying sales opportunities, and performing account transactions. This role focuses on daily sales initiatives, proactive customer interaction, and building relationships with both new and existing retail banking customers. The Personal Banker is also expected to initiate outbound calls for customer onboarding and prospecting, promote products, and assist the Banking Center Manager with targeted outside sales activities and community engagement. Operationally, the role requires compliance with bank policies, procedures, and security measures, and may involve teller duties, supervision, and supporting sales and operational objectives.
Requirements
- High School Diploma or General Education Degree (GED) required.
- Minimum of 3 years of Cash Handling, Sales or Customer Service experience required.
Nice To Haves
- Minimum of 1 year of banking experience preferred.
- Minimum of 1 year of supervisor or leadership experience preferred.
- Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
- Sound mathematical and analytical skills preferred.
Responsibilities
- Provide excellent customer service.
- Engage in business development, both inside and outside the bank.
- Build and maintain customer relationships.
- Successfully promote the Bank's products and services.
- Assess financial needs of clients and make appropriate recommendations.
- Meet and exceed sales goals for loans, deposits, partner referrals, and profitability.
- Promote a sales culture within the banking center.
- Communicate and partner effectively with branch staff and peers.
- Monitor performance against banking center goals and initiate sales promotions.
- Execute outbound calling activities to promote products and make business line referrals.
- Educate the bank team on uncovering opportunities to advance customer financial wellness.
- Set priorities and follow through on sales and service activities.
- Promote company products and services in the community.
- Support day-to-day operations including customer service, opening/closing procedures, vault duties, cash control, inventory, and audit/compliance requirements.
- Participate in sales and staff meetings, and lead meetings as assigned.
- Provide service to customers on various banking matters, explain products, and resolve issues.
- Build working relationships with internal business partners.
- Demonstrate sound judgment and decision-making.
- Maintain prescribed security controls.
- Keep sensitive information and customer business confidential.
- Contribute to a team environment by answering calls and performing additional duties.
- Assist with operational duties as cross-trained.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
