Personal Banking Specialist - Maple Grove

Bell Bank•Maple Grove, MN

10d

About The Position

A Personal Banking Specialist (PBS) provides basic support for personal banking services, performs advanced teller functions accurately and efficiently, and offers comprehensive support for personal banking services. The role helps customers manage accounts, educates them about Bell Bank products and services, and assists them in finding products that meet their financial needs. Teller duties are performed according to branch needs.

Requirements

High school diploma or General Education Degree (GED).
2–4 years of customer service experience.
Ability to work flexible hours, including mornings, evenings, and Saturdays, as scheduled based on branch needs.
For Flex PBS positions, flexibility in schedule and ability to commute to any location within a specified region as needed.
Bookkeeping, calculator, and keyboarding skills.
Good communication, listening, and social skills.
Attention to detail.
Timeliness and reliability.

Nice To Haves

0–2 years of experience working in a banking, financial, or professional setting.
Experience using Microsoft Outlook, Word, and Excel.

Responsibilities

Deliver exceptional customer service in a professional, friendly, and efficient manner.
Meet with current and prospective customers to assess their financial needs and objectives.
Open and maintain personal and business accounts.
Use knowledge of banking products, including checking and savings accounts, certificates of deposit, and individual retirement accounts, to recommend and customize solutions for customers.
Identify cross-selling opportunities and recommend products and services suited to customers’ needs to grow the bank’s portfolio.
Meet individual goals and assist in achieving branch goals.
Resolve customer inquiries and issues by gathering information, researching records, and providing prompt, satisfactory resolutions.
Manage overdrafts, collections, and technical exceptions for assigned accounts.
Process simple and complex financial transactions accurately and promptly, including sensitive or high-value transactions.
Assist less experienced team members with complex transactions and work toward appropriate customer resolutions.
Address customer issues and grievances, escalating complex matters or seeking guidance when they fall outside current policies and procedures.
Produce accurate technical work with strong attention to detail and minimal errors.
Refer customers and non-customers to appropriate personnel or teams and provide basic information about Bell Bank products and services.
Maintain neat, uncluttered tills, teller lines, and customer areas.
Maintain the security and confidentiality of personal customer information.
Follow Bell Bank values, customer service standards, policies, procedures, systems, Code of Conduct, Bank Secrecy Act, and applicable laws and regulations.
Protect sensitive information by complying with information security policies and standards.
Maintain prompt and reliable attendance and perform other duties as assigned.