Personal Banker

TruNorth Bank•Stoughton, MA

12d•$21 - $24

About The Position

The Personal Banker provides responsive, high-quality customer service and supports customer relationships through account opening and maintenance, transaction processing, and guidance on the Bank’s products and services. The role participates in individual, team, and Bank goals; identifies customer needs and offers appropriate solutions; promotes services in the branch, at off-site events, and in the community; and may provide notary services. The position also handles customer inquiries and complaints, supports account servicing and issue resolution, and follows operational, security, and regulatory policies.

Requirements

High school diploma or GED.
At least 2 years of customer service experience.
Computer skills.
Ability to perform the essential duties satisfactorily, with reasonable accommodations available for individuals with disabilities.

Nice To Haves

Cash handling experience.
1–2 years of banking experience.
Knowledge of Microsoft products.
Fluency in a second language.

Responsibilities

Participate in individual, team, and Bank goals as set by the branch manager.
Open all types of accounts and assist customers with existing banking relationships.
Perform account maintenance and process customer requests.
Maintain knowledge of Bank products and services and offer solutions based on customer needs.
Promote Bank products and services in the branch, at off-site events, and in the community.
Maintain customer relationships and may initiate relationships through outbound calls to existing and prospective customers.
Respond to customer inquiries and complaints in a timely and diplomatic manner, usually within 24 hours.
Stay current on market conditions, product updates, and new technologies using available resources.
May provide notary services to customers.
Deliver excellent customer service and maintain service standards.
Identify customer service issues and support resolution and retention of customer relationships.
Respond to customer requests, problems, and complaints, and ensure an appropriate hand-off when unable to assist immediately.
Recognize opportunities to suggest or cross-sell Bank services.
Process deposits, withdrawals, payments, cash, checks, and credit card advances.
Follow internal controls and policies regarding audits, dual control, security, regulatory compliance, cash limits, and robbery procedures.
Prevent fraudulent activities by following Bank policies and procedures.
Follow branch security procedures in the HFG security manual.