Personal Banker

Glacier Bancorp, Inc.•Pinedale, WY

About The Position

The Personal Banker establishes new and expands existing customer account relationships through sales, cross-selling, referrals, and customer service. As an initial sales and service contact for new and existing clients, the role supports retention and growth of profitable relationships by offering deposit, loan, investment, and other products and services. This is an introductory sales position with established lending training requirements; the role may or may not have a lending limit. The Personal Banker works with the branch team to meet sales and service goals, manage customer needs, and comply with applicable regulations, audit standards, policies, and risk requirements. Professionalism, confidentiality, reliable attendance, punctuality, flexibility, and adaptability are essential. The position involves engaging customers, identifying their financial needs, providing consultative product guidance, completing account documentation, assisting with a range of account and transaction requests, and resolving inquiries and concerns. The Personal Banker also learns Consumer Lending, completes required training, follows fraud-prevention and security procedures, and represents First Bank of Wyoming in a professional manner. The role includes regular customer contact and community and bank-sponsored activities. Work is performed indoors in a climate-controlled shared work area with moderate noise, and sometimes outdoors in inclement weather. Occasional travel of fewer than 10 days per year may be required. The position requires use of routine office equipment and computer work averaging 6–8 hours per day when necessary. Extended hours or off-site travel may be required or requested by management. Physical demands include frequent sitting and repetitive hand use, occasional standing, walking, lifting or reaching, and the ability to lift up to 25 pounds occasionally. The role requires close visual acuity and the ability to perform duties independently or with limited supervision.

Requirements

High school diploma or equivalent required.
Excellent customer service skills.
Excellent written and verbal communication skills.
Strong interpersonal skills.
Basic knowledge of Microsoft Office.
Proficient keyboarding skills.
Excellent organizational skills and effective time management.
Ability to maintain strict confidentiality and exercise discretion.
Ability to apply policies and procedures.
Ability to multitask, handle complex tasks, prioritize, and organize a heavy workload efficiently.
Comfort communicating with a variety of customers and transitioning between roles to serve them.
Ability to work professionally, courteously, and tactfully in a fast-paced, deadline-oriented environment.
Ability to perform job functions independently or with limited supervision and work effectively individually or as part of a team.
Ability to routinely work indoors in a climate-controlled shared area with moderate noise and outdoors in sometimes inclement weather.
Ability to travel occasionally, fewer than 10 days per year, using an automobile, commercial airlines, rental vehicles, or public transportation, and to lodge in public facilities.
Ability to use routine office equipment, including computer terminals and keyboards, telephones, copiers, facsimile machines, and calculators.
Ability to perform computer work for an average of 6–8 hours per day when necessary, work extended hours or travel off-site when required or requested, and maintain reliable and timely attendance.
Ability to climb or descend stairs in an emergency.
Ability to meet light-work demands, including frequent standing and walking and exerting up to 25 pounds occasionally and up to 10 pounds frequently.
Close visual acuity for preparing and analyzing data, transcribing, viewing a computer terminal, reading, and visual inspection of small defects or parts.
Ability to read and follow written and oral instructions, communicate clearly, manage changing priorities, and remain composed under deadlines and accuracy requirements.
Ability to deal calmly and professionally with diverse personalities and handle confidential matters with discretion.

Nice To Haves

One year of First Bank of Wyoming experience preferred.
Two years of banking experience preferred.
Customer service experience preferred.
Prior sales experience preferred.

Responsibilities

Greet customers, learn their names, listen to their financial requests, and build customer relationships, loyalty, and satisfaction.
Proactively contact and follow up with customers to learn about their financial needs.
Expand customer relationships by cross-selling products and services and referring customers to other lines of business.
Demonstrate self-service digital options and introduce products and services such as credit cards, debit cards, and online banking.
Generate new business through referrals and in-branch sales, and participate in sales campaigns.
Complete lending training requirements and actively learn and understand Consumer Lending.
Support branch management in achieving sales and service goals.
Help resolve customer concerns, escalating issues as needed and retaining ownership of problems until resolved to the customer's satisfaction.
Accurately complete documentation needed to open and maintain accounts, following new-account policies and procedures to minimize loss.
Assist customers with questions and with opening and closing account types, including checking, savings, CDs, IRAs, HSAs, safe deposit boxes, and online banking.
Assist with wire transfers, debit card reissues, account research, and other requests using applications such as 4Sight, Synergy, and Card Wizard.
Research, troubleshoot, and resolve customer and internal inquiries about policies, practices, and products, exercising independent judgment under minimal supervision.
Manage risk in every transaction, identify potentially fraudulent activity, follow current fraud warnings and procedures, and help prevent losses from counterfeit currency and fraud.
Follow applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and Office of Foreign Assets Control requirements, as well as internal and external risk and compliance obligations.
Follow safety and security protocols and notify management about potential security threats.
Complete required bank training courses within assigned time frames and seek clarification or additional training when needed.
Maintain regular and predictable attendance and provide courteous, respectful service to internal and external customers.
Adhere to First Bank of Wyoming's Core Values and keep management informed of area activities and significant problems.
Participate in community service, bank-sponsored activities, required training, staff meetings, and lobby displays.
Represent the bank professionally; maintain confidentiality, a positive attitude, punctuality, flexibility, and adaptability.
Keep the work area tidy, clean, and pleasant; maintain customer privacy and attend and participate in meetings as required.
Perform other duties as requested or assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Health savings account option
Employee Assistance Program
Health rewards program
Retirement savings plan, including 401(k) and profit-sharing plans
Short- and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Paid Time Off
Paid holidays
Some employees in Utah and Nevada may be eligible for pay for certain state-recognized holidays