Personal Banker

bankESB•Holbrook, MA

9d•Onsite

About The Position

The Personal Banker position involves performing various functions to provide excellent customer service and support existing customer relationships. This role requires active participation in team and bank goals, opening accounts, performing account maintenance, and promoting the bank's products and services. The Personal Banker will also respond to customer inquiries and complaints, stay updated on market conditions, and may provide notary services. Additionally, the role includes performing a variety of teller transactions, adhering to operational policies, and ensuring the prevention of fraudulent activities.

Requirements

High school diploma/GED required
At least 2 years customer service experience
Computer skills required

Nice To Haves

Cash handling experience preferred
1-2 years banking experience preferred
Knowledge of Microsoft products a plus
Fluency in a second language is a plus

Responsibilities

Performs any functions necessary within the scope of authority and expertise, to provide the highest levels of customer service and responsiveness to our customers.
Active participation in individual, team, and Bank goals as set forth by branch manager.
Opens all types of accounts and assists customers with their existing relationships.
Performs account maintenance and processes requests.
Demonstrates and maintains knowledge of Bank’s products and services and uses this knowledge to offer solutions based on the customer’s needs.
Proactively promotes the Bank’s products and services within the branch, at off-site events, and in the community.
Maintains relationships and may initiate new ones by outbound telephone calling to existing and prospective customers.
Responds to customer inquiries and complaints in a timely and diplomatic manner (usually within 24 hours).
Remains current on market conditions regarding products, product updates, and new technologies through available resources.
May provide notary services for our customers.
Ensures excellence in customer service and always maintains service standards.
Acts as a resource to identify customer servicing issues so that a resolution can occur, and customer’s relationship is retained.
Responds to customer requests, problems, and/or complaints, and if unable to immediately assist that customer, ensures the proper hand-off to the appropriate person to assist.
Recognizes opportunities to suggest/cross-sell other Bank services to customers.
Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, cash, checks, credit card advances.
Participation in individual, team, and Bank goals as set by the Branch Manager.
Adheres to internal controls/policies regarding audit, dual control, security, regulatory compliance, cash limits and robbery procedures, which protect the Bank, employees, and customers.
Ensures the prevention of fraudulent activities through adherence to Bank policies and procedures.
Adheres to branch security procedures detailed in the HFG security manual.