Personal Banking Specialist

Bell Bank•Peoria, AZ

About The Position

A Personal Banking Specialist (PBS) provides basic and comprehensive support for personal banking services, manages accounts, and performs advanced teller functions accurately and efficiently. The role assists customers with account management, educates them about Bell Bank products and services, and helps identify solutions that meet their financial needs. Teller duties are performed according to branch needs. The position follows Bell Bank’s culture, policy, and accountability standards, including its customer service expectations, applicable policies and regulations, information security requirements, and attendance standards. Flex PBS employees must be able to work a flexible schedule and commute to any location within a specified region as needed. Part-time PBS employees must work a minimum number of hours per week determined by branch leadership.

Requirements

High school diploma or General Education Degree (GED).
2–4 years of customer service experience.
Bookkeeping, calculator, and keyboarding skills.
Good communication, listening, and social skills.
Attention to detail.
Timeliness and reliability.
Ability to work flexible hours, including mornings, evenings, and Saturdays, as scheduled and depending on branch needs.
For Flex PBS roles, ability to commute to any location within a specific region as needed.
For part-time PBS roles, ability to work the minimum weekly hours determined by branch leadership.

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 professional, friendly, and efficient customer service.
Meet with current and prospective customers to assess their financial needs and objectives.
Open and maintain personal and business accounts.
Recommend and customize banking solutions based on customers’ financial goals.
Identify cross-selling opportunities and recommend products and services suited to customers’ needs.
Meet individual goals and assist with branch goals.
Resolve customer inquiries and issues by gathering information, researching records, and providing prompt 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 seek appropriate customer resolutions.
Address customer issues and grievances, escalating complex matters or seeking guidance when needed.
Produce accurate technical work with attention to detail and minimal errors.
Educate customers at a basic level about Bell Bank products and services and refer customers or non-customers to appropriate personnel or teams.
Maintain neat, uncluttered tills, teller lines, and customer areas.
Protect the security and confidentiality of personal customer information.
Follow Bell Bank values, customer service standards, policies, procedures, Code of Conduct, Bank Secrecy Act, and applicable laws and regulations.
Comply with information security policies and standards.
Maintain prompt and reliable attendance.
Perform other duties as assigned.