The Personal Banker delivers an exceptional experience to customers and prospects, focusing on meeting the financial needs of the community. The role supports clients in person or virtually and works as an active member of the branch office sales and service team, providing support for day-to-day branch operations and the Bank’s financial services. The position processes customer transactions accurately and compliantly; balances cash drawers, night deposits, and the ATM; and provides backup for vault-related and other operational duties. The Personal Banker follows policies and procedures to protect customer and Bank assets, stays current on banking regulations, and maintains a strong understanding of the Bank’s products, services, and technology. The role also fields customer questions about deposit accounts, loan activity, and fees, researches more complex matters with assistance, and refers customers and prospects to appropriate partners for deposit, lending, cash management, merchant, or wealth management needs. Ancillary tasks may support the essential functions and may be altered or redesigned depending on individual circumstances. The job regularly involves sitting, standing, talking, hearing, walking, using hands and fingers, handling or feeling objects, and reaching. It sometimes requires stooping, kneeling, bending, crouching, and lifting up to 50 pounds. Regular computer use is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED