Banker Jobs

About The Position

Requirements

• At least four years of face-to-face customer service experience.
• At least two years of experience as a Service Banker or in an equivalent role.
• High school diploma or equivalent.
• Ability to identify customer needs and present banking solutions and products.
• Ability to recognize closing opportunities and retain and grow customer relationships.
• Ability to initiate customer contact by letter, email, telephone, or in person.
• Ability to build professional relationships with coworkers and customers.
• Interpersonal and service-oriented skills and aptitude.
• Excellent written and oral communication skills, including attentive listening and the ability to translate knowledge into a written business case.
• Ability to exercise independent judgment, analyze information quickly and accurately, and make decisions.
• Responsiveness in a fast-paced, changing environment, with strong organizational skills and a service-oriented mindset.
• High level of professionalism, integrity, and work ethic; ability to maintain confidentiality.
• Strong computer skills and proficiency in Microsoft Word, Excel, and Outlook.
• Initiative and self-motivation.

Responsibilities

• Maintain advanced knowledge of current bank products and services and provide accurate guidance to customers.
• Open new accounts accurately and efficiently according to customer requirements.
• Process routine financial transactions, including deposits, withdrawals, loan payments, and cashier’s checks, in compliance with regulations and internal procedures.
• Establish and maintain member deposit and loan accounts.
• Perform follow-up activities and outbound calls for new and existing members.
• Maintain knowledge of and comply with applicable regulatory requirements, internal policies, and procedures.
• Expand and retain new and existing customer relationships.
• Assess customers’ banking needs and recommend guidance and products that support their financial position.
• Build thorough customer profiles and maintain frequent personal, phone, or email contact.
• Proactively identify and retain at-risk customers.
• Partner with other bank departments to identify sales opportunities and provide a positive customer experience.
• Address member concerns promptly and escalate them to leadership when appropriate.
• Use advertising leads, lists, personal contacts, referrals, and the bank and branch customer base to build a book of business.
• Answer incoming calls promptly and professionally.
• Open safe deposit boxes when necessary.
• Cross-train as a Service Banker and provide backup coverage when needed.
• Research accounts for customers as necessary.
• Train less experienced employees effectively.
• Complete required annual training and maintain role-relevant knowledge.
• Participate in bank and community initiatives that strengthen visibility and reinforce the bank’s community commitment.
• Perform additional responsibilities assigned in support of the bank’s priorities and objectives.