Personal Banker - Winesburg Banking Center

The Commercial & Savings Bank•Winesburg, OH

18d•Onsite

About The Position

The Personal Banker provides exceptional service to customers and prospects, opens new accounts, processes loan activity, grows customer portfolios, and strengthens community relations with the Banking Center. The position serves customers professionally and with care, builds rapport by identifying customer needs, and explains banking products and services. It promotes CSB through community participation and courteous conduct, and supports customer growth through relationship banking, account servicing, and referrals. The Personal Banker may operate the teller line when a CSR or Lead CSR is absent, assist with Banking Center goals and operations, and process lending activity within specified limits. This is a full-time, on-site position at the Winesburg Banking Center in Winesburg, Ohio. Other duties may be assigned, and reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Requirements

High school diploma or GED, or one or more years of related experience and/or training, or an equivalent combination of education and experience.
Ability to provide professional, caring customer service and follow established bank standards and procedures.
Ability to understand and explain banking products and services and identify customer needs.
Ability to perform deposit-account servicing and, when needed, teller and lending duties within established limits.

Responsibilities

Serve customers professionally and with care, following CSB customer service, retail-ready, dress, and conduct standards.
Build rapport with customers by asking questions to understand their needs and recommending appropriate services.
Represent CSB positively and participate in community activities to promote the bank.
Use relationship banking principles and explain the features and benefits of banking products and services.
Establish new deposit accounts in accordance with the Retail Services Handbook.
Guide and educate customers in setting up and maintaining online, mobile, and text banking.
Track new and closed accounts monthly and report findings to the Banking Center Manager.
Review the deposit account tickler and correct outstanding items.
Process customer-requested account maintenance according to established procedures.
Complete new-account customer engagement reviews and phone calls.
Develop relationships with CSB business partners, including lenders and cash management, trust, and brokerage officers.
Contact customers, businesses, and community and civic organizations to promote goodwill and generate business.
Operate the teller line when a CSR or Lead CSR is absent, following established customer-service and productivity guidelines.
Process customer transactions, maintain cash drawer limits, and balance the drawer at the end of each banking day.
Assist customers in accessing safe deposit boxes and provide referrals to bank personnel as appropriate.
Scan proof work to Deposit Operations throughout the day and perform end-of-day duties as needed, including utilities and cash advance item reconciliation.
Assist the Banking Center Manager in achieving goals, developing growth strategies, analyzing monthly deposit account results, and working with staff toward goals.
Assist with planning and conducting regularly scheduled staff meetings, opening and closing the Banking Center, and deciding NSF accounts when the Banking Center Manager is absent.
Accept loan applications and examine, process, and make loan decisions within specified limits.
Demonstrate commitment to CSB’s vision, mission, and core values through workplace behavior.