Personal Banker

Blue Ridge Bank National Association•White Stone, VA

8d•$35,000 - $49,000

About The Position

The Personal Banker assists new and existing customers with immediate, short-term, and long-term financial needs. The role handles customer transactions, opens new accounts, makes appropriate referrals to other business areas, and complies with applicable regulations, policies, and procedures. It also supports branch sales and service goals, develops customer relationships, and contributes to branch operations and teamwork.

Requirements

High school diploma or equivalent.
Strong computer skills relevant to Microsoft Office, including Word, Excel, and Outlook.
Strong presentation skills.
Demonstrated track record of meeting sales and service goals.
Organizational skills and attention to detail.
Strong decision-making and problem-resolution skills.
Ability to work all branch hours, including required evenings and weekends.
Accuracy and attention to detail.
Ability to work as part of a team.
Ability to ask questions and build rapport.
Ability to maintain internal and external confidentiality.
Successful completion of required background checks.

Nice To Haves

At least one year of experience in cash handling and customer service, as well as sales experience focused on cross-selling products and services.

Responsibilities

Deliver outstanding service while performing customer transactions and responding to inquiries.
Guide customers and provide a full spectrum of customer services.
Meet or exceed service standards by following established Service Quality Standards.
Achieve individual sales goals and support branch sales goals by identifying customer needs and promoting Bank products and services.
Develop customer relationships through timely follow-up on new business and personal accounts and account maintenance.
Identify opportunities to grow customer relationships and independently call on and develop new, existing, and prospective consumer and business customers.
Complete arrangements and documents for special services.
Stay informed about industry trends and competitors, and maintain knowledge of the Bank’s products, services, and pricing.
Use software to identify customer needs and refer customers to other lines of business.
Perform branch functions and support other branch employees.
Follow operational guidelines and help ensure others follow them.
Audit drawers and perform spot checks on cash drawer limits when necessary.
Plan and monitor branch cash requirements, place cash orders, and prepare shipments.
Help ensure satisfactory audit ratings at the branch level.
Provide Notary services and Signature Guarantee services, and serve as backup for branch leadership when necessary.
Comply with state and federal regulations and Bank policies.
Complete other tasks as assigned.
Create value for the Bank and its employees, contribute as a teammate, and live the Bank’s core values.