Personal Banking Specialist

Bell Bank•Peoria, AZ

About The Position

A Personal Banking Specialist (PBS) provides basic support for personal banking services, including account management, and performs advanced teller functions accurately and efficiently. The role supports customers with account management, educates them about Bell Bank products and services, and helps identify solutions that meet their financial needs. The PBS delivers customer service, conducts meetings with current and prospective customers, opens and maintains personal and business accounts, and recommends banking products based on customers’ goals. The role also processes financial transactions, resolves customer issues, supports other team members with complex transactions, and maintains a secure, clean, and professional banking environment. The position requires adherence to Bell Bank’s values, policies, procedures, information-security standards, the Code of Conduct, the Bank Secrecy Act, and applicable laws and regulations. Reliable attendance and other duties as assigned are also expected.

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 based on branch needs.

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.
Explain banking products, including checking and savings accounts, certificates of deposit, and individual retirement accounts, and recommend solutions suited to customer goals.
Identify cross-selling opportunities and recommend products and services to grow the bank’s portfolio and meet customer needs.
Meet individual goals and assist in meeting 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.
Accurately process simple and complex financial transactions, including sensitive or high-value transactions, in a timely manner.
Assist less experienced team members with complex transactions and seek appropriate customer resolutions.
Address customer issues and grievances when able; escalate complex matters or seek guidance when they fall outside current policies and procedures.
Maintain strong attention to detail and produce accurate technical work with minimal errors.
Refer customers and non-customers to appropriate personnel or teams for services offered by Bell Bank.
Provide customers with basic information about Bell Bank’s products and services.
Maintain neat, uncluttered tills, teller lines, and customer areas.
Protect the security and confidentiality of customer information and comply with information-security policies and standards.
Follow Bell Bank’s values, customer service standards, policies, procedures, systems, Code of Conduct, Bank Secrecy Act, and applicable laws and regulations.
Maintain prompt and reliable attendance.
Perform other duties as assigned.