Personal Banker

The Bank of New Glarus•Evansville, WI

15h•Onsite

About The Position

This position is responsible for opening new deposit accounts and maintaining existing deposit accounts services, paying and receiving activities, customer inquiries, and assisting with customer greeting and phone coverage. This individual is also accountable for meeting the customer's needs by describing the benefits and features of the Bank's products and services to ensure maximum cross-selling and account retention relied upon to provide premium quality service to all customers for the products and services utilized. In addition, you will work with IRA/SEP/HSA accounts to include, yet not limited to, opening/closing, maintenance, compliance, and option types. This position will work in and with the safe deposit area and is responsible for debit/ATM card ordering. Personal Bankers must have a solid understanding of the Bank's core system which includes, but is not limited to, UFS Navigator and Integrated Teller System.

Requirements

Must be able to solve practical problems and deal with a variety of concrete variables and situations where only limited standardization exists.
Must be able to interpret a variety of instructions furnished in written, oral, diagram or schedule form. As well as read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals. Also complete rate, ratio and percentages, and to create and interpret statistical information and graphs.
Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and Wide Array of Software Applications.
Strong customer service skills, cash handling experience and supervisory skills.
Demonstrated effective communication skills, cheerful demeanor and selling/cross selling abilities.

Nice To Haves

Relevant 2 year degree from technical college, high school diploma or equivalent preferred.
3 years of related experience or training preferred.

Responsibilities

Sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business. Offer logical enhancements during the selling process and develop customer relationships. Send personal thank you to each account opened and complete the 2-2-2 follow-up
Be sales orientated while providing premium quality service.
Prepares necessary disclosures in accordance with the regulatory requirements, including content and timing
Helps promote a culture of regulatory compliance and safe and sound financial practices
Knows and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws
Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA)
Complete proper documentation for all deposit account relationships from opening to closing of an account, including making needed updates and changes.
Work closely with all Bank team members to ensure that we treat all customer inquiries, questions, and complaints with respect and follow through.
Serve as branch's primary for IRA/SEP retirement products, Health Savings Accounts and other deposit accounts with regards to the Bank's processing systems, disbursements, compliance, and changes in the law or forms.
Maintain professional and community affiliations to increase the Bank's visibility and new business opportunities and to further personal development.
Assist supervisor with training and support in the teller and personal banking areas to ensure proper branch coverage at all times.
Accurately able to run a teller drawer and complete all transactions. Balance the vault, bank & ATM.
Identify opportunities to sell Bank products and services by clarifying customer's needs, validating services being delivered, presenting features and benefits, and closing by asking for the business and referring to the appropriate team member to complete the transaction.
Meet Bank's sales initiatives.
Treat all customer inquiries, questions and complaints with respect and follow through.
Maintain the Bank's goal to be accessible to the customer and always provide premium service.
Be a team player. Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers and managers.
Maintain a high level of ethical behavior within the banking profession.