Personal Banker Floater
About The Position
The Personal Banker I (PB I) builds strong customer relationships, learns about customers’ financial needs, establishes accounts, and takes credit applications. The role develops new business and deepens existing customer relationships while delivering exceptional service, primarily through in-person and telephone interactions. Personal Banker Floaters may be moved among branches within their assigned region to provide coverage as needed. The position reports to the Banking Center Manager and does not oversee other positions. The role includes customer service, account and product sales, teller-line assistance, cash drawer maintenance, compliance with banking regulations and internal controls, and participation in required training. Employees are encouraged to volunteer for bank-sponsored and community activities. Regular attendance and punctuality are essential; telecommuting and working from home are not permitted.
Requirements
- High school diploma or GED.
- One year of cash-handling experience.
- One year of banking experience.
- Ability to learn and adapt to new information and technology platforms.
- Experience using personal computers and Microsoft Word, Excel, and Outlook.
- Ability to work flexible hours as scheduled Monday through Friday and on a Saturday rotation; hours may fluctuate according to business needs.
- Ability to travel or rotate among branches within the assigned region as needed.
Nice To Haves
- Bachelor’s degree in business, marketing, or a related field; equivalent experience in sales, marketing, or operations may substitute for this preferred degree.
- Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP.
- Bilingual in English and Spanish.
Responsibilities
- Provide a welcoming environment and communicate professionally and effectively with customers and team members.
- Deliver exceptional customer service and apply critical-thinking and problem-solving skills to identify financial solutions.
- Open new accounts, process credit card applications, and cross-sell bank products and services, including self-service banking solutions.
- Contribute to banking center and individual sales and referral goals by referring customers with complex financial needs to appropriate bank business partners.
- Assist the teller line as needed and maintain and balance the cash drawer, accounting for cash assigned, received, and disbursed.
- Maintain knowledge of and comply with new-account requirements, applicable laws and regulations, internal audit controls, risk controls, and loss-prevention procedures.
- Report suspicious or unusual customer activity in accordance with Bank policy.
- Participate in job-specific training and other required Bank training programs.
- Rotate between banking centers within the assigned region as needed.
- Attend mandatory training and complete applicable online regulatory compliance courses.
- Maintain punctuality and regular attendance and notify management when absent or tardy.
- Employees are encouraged to volunteer for bank-sponsored, civic, charitable, and community events.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
